Informatica SQL Data Service Guide

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1 Informatica 10.2 SQL Data Service Guide

2 Informatica SQL Data Service Guide 10.2 September 2017 Copyright Informatica LLC 2009, 2018 This software and documentation are provided only under a separate license agreement containing restrictions on use and disclosure. No part of this document may be reproduced or transmitted in any form, by any means (electronic, photocopying, recording or otherwise) without prior consent of Informatica LLC. Informatica, the Informatica logo, and PowerCenter are trademarks or registered trademarks of Informatica LLC in the United States and many jurisdictions throughout the world. A current list of Informatica trademarks is available on the web at Other company and product names may be trade names or trademarks of their respective owners. Portions of this software and/or documentation are subject to copyright held by third parties, including without limitation: Copyright DataDirect Technologies. All rights reserved. Copyright Sun Microsystems. All rights reserved. Copyright RSA Security Inc. 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4 Table of Contents Preface... 8 Informatica Resources Informatica Network Informatica Knowledge Base Informatica Documentation Informatica Product Availability Matrixes Informatica Velocity Informatica Marketplace Informatica Global Customer Support Chapter 1: Introduction to SQL Data Services SQL Data Services Overview SQL Data Service Connections SQL Data Service Example Chapter 2: Virtual Data Virtual Data Overview SQL Data Services Defining an SQL Data Service Creating an SQL Data Service Virtual Tables Data Access Methods Creating a Virtual Table from a Data Object Creating a Virtual Table Manually Defining Relationships between Virtual Tables Running an SQL Query to Preview Data Persisting Virtual Data in Temporary Tables Temporary Table Implementation Temporary Table Operations Rules and Guidelines for Temporary Tables Virtual Table Mappings Defining a Virtual Table Mapping Creating a Virtual Table Mapping Validating a Virtual Table Mapping Previewing Virtual Table Mapping Output Virtual Stored Procedures Defining a Virtual Stored Procedure Creating a Virtual Stored Procedure Validating a Virtual Stored Procedure Previewing Virtual Stored Procedure Output Table of Contents

5 SQL Query Plans SQL Query Plan Optimization SQL Query Plan Optimization Examples Viewing an SQL Query Plan Chapter 3: SQL Syntax SQL Syntax Overview Datatypes Operators Functions SQL Statements and Keywords Queries Non-Correlated Subqueries Correlated Subqueries Parameterized Queries Reserved Words Escape Syntax Escape Syntax for the fn Keyword Troubleshooting SQL Data Services Chapter 4: Installing and Configuring Drivers for Third-Party Clients Installing and Configuring Drivers for Third-Party Clients Overview Before You Install the Drivers Extract the Installer Files Record Informatica Domain Information Configure the Client for Secure Communication Configure the Client for Kerberos Authentication Install the Drivers on Windows Install the Drivers in Graphical Mode Install the Drivers in Silent Mode Install the Drivers on UNIX Install the Drivers in Console Mode Install the Drivers in Silent Mode JDBC Connections JDBC Connection Properties Configure JDBC Connections on Windows Configure JDBC Connections on UNIX Troubleshooting JDBC Connections ODBC Connections ODBC Connection Properties Configure ODBC Connections on Windows Configure ODBC Connections on UNIX Table of Contents 5

6 Chapter 5: Third-Party Client Tool Configuration Third-Party Client Tool Configuration Overview BusinessObjects BusinessObjects Configuration IBM Cognos Configuration Step 1. Update the IBM Cognos Configuration File Step 2. Create the ODBC Connection and Import Metadata MicroStrategy Configuration Step 1. Create the Database Instance and Connection Step 2. Configure the SQL Generation Options Oracle Business Intelligence Enterprise Edition 11g Configuration Oracle Database Gateway Configuration QlikView Configuration SQL Server Business Intelligence Development Studio Configuration SQuirreL SQL Client Configuration Step 1. Copy the Driver File Step 2. Create the Driver and Alias Tableau Configuration Toad for Data Analysts Configuration WinSQL Configuration Troubleshooting Third-Party Client Tools Chapter 6: Installing and Configuring Drivers for PowerCenter Installing and Configuring Drivers for PowerCenter Overview Before You Install the Drivers Extract the Installer Files Record Informatica Domain Information Install the Drivers on Windows Install the Drivers for PowerCenter in Graphical Mode Install the Drivers for PowerCenter in Silent Mode Configure ODBC Connections on Windows Install the Drivers on UNIX Install the Drivers for PowerCenter in Console Mode Install the Drivers for PowerCenter in Silent Mode Configure ODBC Connections on UNIX Configure the Shared Library Environment Variable Configure the ODBC Files Troubleshooting ODBC Connections for PowerCenter Chapter 7: SQL Data Service Administration SQL Data Service Administration Overview SQL Data Service Security Management Table of Contents

7 Types of SQL Data Service Permissions Column Level Security Row Level Security Pass-Through Security SQL Data Service Properties Configuration SQL Data Service Properties SQL Properties Virtual Table Properties Virtual Column Properties Virtual Stored Procedure Properties Logical Data Objects Logical Data Object/Virtual Table Cache PropertiesLogical Data Object Cache Properties SQL Data Service Result Set Caching Data Object Caching SQL Data Service Logs Monitor SQL Data Services Properties View for an SQL Data Service Connections View for an SQL Data Service Requests View for an SQL Data Service Virtual Tables View for an SQL Data Service Reports View for an SQL Data Service Index Table of Contents 7

8 Preface The Informatica SQL Data Service Guide discusses SQL data services, virtual data, configuration, connecting to an SQL data service with a third-party tool, and troubleshooting. It also provides instructions on these concepts. This guide is intended for data service developers. It assumes that you have an understanding of flat files and relational databases in your environment. Informatica Resources Informatica Network Informatica Network hosts Informatica Global Customer Support, the Informatica Knowledge Base, and other product resources. To access Informatica Network, visit As a member, you can: Access all of your Informatica resources in one place. Search the Knowledge Base for product resources, including documentation, FAQs, and best practices. View product availability information. Review your support cases. Find your local Informatica User Group Network and collaborate with your peers. Informatica Knowledge Base Use the Informatica Knowledge Base to search Informatica Network for product resources such as documentation, how-to articles, best practices, and PAMs. To access the Knowledge Base, visit If you have questions, comments, or ideas about the Knowledge Base, contact the Informatica Knowledge Base team at KB_Feedback@informatica.com. Informatica Documentation To get the latest documentation for your product, browse the Informatica Knowledge Base at If you have questions, comments, or ideas about this documentation, contact the Informatica Documentation team through at infa_documentation@informatica.com. 8

9 Informatica Product Availability Matrixes Product Availability Matrixes (PAMs) indicate the versions of operating systems, databases, and other types of data sources and targets that a product release supports. If you are an Informatica Network member, you can access PAMs at Informatica Velocity Informatica Velocity is a collection of tips and best practices developed by Informatica Professional Services. Developed from the real-world experience of hundreds of data management projects, Informatica Velocity represents the collective knowledge of our consultants who have worked with organizations from around the world to plan, develop, deploy, and maintain successful data management solutions. If you are an Informatica Network member, you can access Informatica Velocity resources at If you have questions, comments, or ideas about Informatica Velocity, contact Informatica Professional Services at ips@informatica.com. Informatica Marketplace The Informatica Marketplace is a forum where you can find solutions that augment, extend, or enhance your Informatica implementations. By leveraging any of the hundreds of solutions from Informatica developers and partners, you can improve your productivity and speed up time to implementation on your projects. You can access Informatica Marketplace at Informatica Global Customer Support You can contact a Global Support Center by telephone or through Online Support on Informatica Network. To find your local Informatica Global Customer Support telephone number, visit the Informatica website at the following link: If you are an Informatica Network member, you can use Online Support at Preface 9

10 C h a p t e r 1 Introduction to SQL Data Services This chapter includes the following topics: SQL Data Services Overview, 10 SQL Data Service Connections, 10 SQL Data Service Example, 11 SQL Data Services Overview A data service is a collection of reusable operations that you can run to access and transform data. An SQL data service is a virtual database that end users can query. It contains virtual schemas and the virtual tables or stored procedures that define the database structure. Create an SQL data service so that end users can run SQL queries against the virtual tables through a thirdparty client tool. End users can query the virtual tables as if they were physical tables. End users can also use a third-party client tool to run virtual stored procedures. You can create an SQL data service in the Developer tool. To make it available to end users, include it in an application, and deploy the application to a Data Integration Service. When the application is running, end users can connect to the SQL data service from a third-party client tool by supplying a connect string. After they connect to the SQL data service, end users can run SQL queries through the client tool. SQL Data Service Connections An SQL data service is a virtual database that you can query. It provides a uniform view of data that might be scattered among disparate, heterogeneous data sources. You can use a third-party JDBC or ODBC client tool to run SQL queries against the virtual tables in an SQL data service and to run virtual stored procedures. An SQL data service can contain the following objects: Virtual schemas that define the database structure Virtual tables Virtual table mappings that define the flow of data between sources and a virtual table Virtual stored procedures that take optional inputs through parameters, transform the data, and optionally return output through parameters 10

11 To make the virtual tables and virtual stored procedures available to you, a developer creates and deploys an application that contains the SQL data service. The developer deploys the application to a Data Integration Service and an administrator runs the application. When the application is running, you can query the virtual tables and run the virtual stored procedures in the SQL data service. When you query a virtual table or run a virtual stored procedure, the JDBC or ODBC driver sends the request to the Data Integration Service. By default, the driver uses HTTP to communicate with the Data Integration Service. If an administrator enables Transport Layer Security (TLS) for the domain, the driver uses TLS to communicate with the Data Integration Service. Before you can run SQL queries or virtual stored procedures for the first time, you must configure the machine from which you want to access the SQL data service. You must also configure the client tool so that it can connect to the SQL data service. SQL Data Service Example Create an SQL data service to make a virtual database available for end users to query. Create a virtual database to define uniform views of data and to isolate the data from changes in structure. For example, create an SQL data service to define a uniform view of customer data and to allow end users to run SQL queries against the data. Two companies that store customer data in multiple, heterogeneous data sources merge. A developer at the merged company needs to make a single view of customer data available to other users at the company. The other users need to make SQL queries against the data to retrieve information such as the number of customers in a region or a list of customers whose purchases exceed a certain dollar amount. To accomplish this goal, the developer creates an SQL data service that contains virtual schemas and virtual tables that define a unified view of a customer. The developer creates virtual table mappings to link the virtual tables of the customer with the sources and to standardize the data. To make the virtual data accessible by end users, the developer includes the SQL data service in an application and deploys the application. After the developer deploys the application, end users can make SQL queries against the standardized view of the customer through a JDBC or ODBC client tool. SQL Data Service Example 11

12 C h a p t e r 2 Virtual Data This chapter includes the following topics: Virtual Data Overview, 12 SQL Data Services, 13 Virtual Tables, 14 Persisting Virtual Data in Temporary Tables, 17 Virtual Table Mappings, 20 Virtual Stored Procedures, 22 SQL Query Plans, 24 Virtual Data Overview Create a virtual database to define uniform views of data and make the data available for end users to query. End users can run SQL queries against the virtual tables as if they were physical database tables. Create a virtual database to accomplish the following tasks: Define a uniform view of data that you can expose to end users. Define the virtual flow of data between the sources and the virtual tables. Transform and standardize the data. Provide end users with access to the data. End users can use a JDBC or ODBC client tool to run SQL queries against the virtual tables as if they were actual, physical database tables. Isolate the data from changes in data structures. You can add the virtual database to a self-contained application. If you make changes to the virtual database in the Developer tool, the virtual database in the application does not change until you redeploy it. To create a virtual database, you must create an SQL data service. An SQL data service contains the virtual schemas and the virtual tables or stored procedures that define the database structure. If the virtual schema contains virtual tables, the SQL data service also contains virtual table mappings that define the flow of data between the sources and the virtual tables. After you create an SQL data service, you add it to an application and deploy the application to make the SQL data service accessible by end users. End users can query the virtual tables or run the stored procedures in the SQL data service by entering an SQL query in a third-party client tool. When the user enters the query, the Data Integration Service retrieves virtual data from the sources or from cache tables, if an administrator specifies that any of the virtual tables should be cached. 12

13 Note: A virtual table mapping will fail if it contains a user-defined parameter. SQL Data Services An SQL data service is a virtual database that end users can query. It contains a schema and other objects that represent underlying physical data. An SQL data service can contain the following objects: Virtual schemas. Schemas that define the virtual database structure. Virtual tables. The virtual tables in the database. You can create virtual tables from physical or logical data objects, or you can create virtual tables manually. Virtual table mappings. Mappings that link a virtual table to source data and define the data flow between the sources and the virtual table. If you create a virtual table from a data object, you can create a virtual table mapping to define data flow rules between the data object and the virtual table. If you create a virtual table manually, you must create a virtual table mapping to link the virtual table with source data and define data flow. Virtual stored procedures. Sets of data flow instructions that allow end users to perform calculations or retrieve data. Defining an SQL Data Service To define an SQL data service, create an SQL data service and add objects to it. 1. Create an SQL data service. You can create virtual tables and virtual table mappings during this step. 2. Create virtual tables in the SQL data service. You can create a virtual table from a data object, or you can create a virtual table manually. 3. Define relationships between virtual tables. 4. Create or update virtual table mappings to define the data flow between data objects and the virtual tables. 5. Optionally, create virtual stored procedures. 6. Optionally, preview virtual table data. Creating an SQL Data Service Create an SQL data service to define a virtual database that end users can query. When you create an SQL data service, you can create virtual schemas, virtual tables, and virtual table mappings that link virtual tables with source data. 1. Select a project or folder in the Object Explorer view. 2. Click File > New > Data Service. The New dialog box appears. 3. Select SQL Data Service. 4. Click Next. SQL Data Services 13

14 5. Enter a name for the SQL data service. 6. To create virtual tables in the SQL data service, click Next. To create an SQL data service without virtual tables, click Finish. If you click Next, the New SQL Data Service dialog box appears. 7. To create a virtual table, click the New button. The Developer tool adds a virtual table to the list of virtual tables. 8. Enter a virtual table name in the Name column. 9. Click the Open button in the Data Object column. The Select a Data Object dialog box appears. 10. Select a physical or logical data object and click OK. 11. Enter the virtual schema name in the Virtual Schema column. 12. Select Read in the Data Access column to link the virtual table with the data object. Select None if you do not want to link the virtual table with the data object. 13. Repeat steps 7 through 12 to add more virtual tables. 14. Click Finish. The Developer tool creates the SQL data service. Virtual Tables A virtual table is a table in a virtual database. Create a virtual table to define the structure of the data. Create one or more virtual tables within a schema. If a schema contains multiple virtual tables, you can define primary key-foreign key relationships between tables. You can create virtual tables manually or from physical or logical data objects. Each virtual table has a data access method. The data access method defines how the Data Integration Service retrieves data. When you manually create a virtual table, the Developer tool creates an empty virtual table and sets the data access method to none. When you create a virtual table from a data object, the Developer tool creates a virtual table with the same columns and properties as the data object. The Developer tool sets the data access method to read. If you change columns in the data object, the Developer tool updates the virtual table with the same changes. The Developer tool does not update the virtual table if you change the data object name or description. To define data transformation rules for the virtual table, set the data access method to custom. The Developer tool prompts you to create a virtual table mapping. You can preview virtual table data when the data access method is read or custom. 14 Chapter 2: Virtual Data

15 Data Access Methods The data access method for a virtual table defines how the Data Integration Service retrieves data. When you create a virtual table, you must choose a data access method. The following table describes the data access methods: Data Access Method None Read Custom Description The virtual table is not linked to source data. If you change the data access method to none, the Developer tool removes the link between the data object and the virtual table. If the virtual table has a virtual table mapping, the Developer tool deletes the virtual table mapping. The Data Integration Service cannot retrieve data for the table. The virtual table is linked to a physical or logical data object without data transformation. If you add, remove, or change a column in the data object, the Developer tool makes the same change to the virtual table. However, if you change primary key-foreign key relationships, change the name of the data object, or change the data object description, the Developer tool does not update the virtual table. If you change the data access method to read, the Developer tool prompts you to choose a data object. If the virtual table has a virtual table mapping, the Developer tool deletes the virtual table mapping. When an end user queries the virtual table, the Data Integration Service retrieves data from the data object. The virtual table is linked to a physical or logical data object through a virtual table mapping. If you update the data object, the Developer tool does not update the virtual table. If you change the data access method to custom, the Developer tool prompts you to create a virtual table mapping. When an end user queries the virtual table, the Data Integration Service applies any transformation rule defined in the virtual table mapping to the source data. It returns the transformed data to the end user. Creating a Virtual Table from a Data Object Create a virtual table from a physical or logical data object when the virtual table structure matches the structure of the data object. The Developer tool creates a virtual table mapping to read data from the data object. 1. Open an SQL data service. 2. Click the Schema view. 3. Drag a physical or logical data object from the Object Explorer view to the editor. The Add Data Objects to SQL Data Service dialog box appears. The Developer tool lists the data object in the Data Object column. 4. Enter the virtual schema name in the Virtual Schema column. 5. Click Finish. The Developer tool places the virtual table in the editor and sets the data access method to read. Virtual Tables 15

16 Creating a Virtual Table Manually Create a virtual table manually when the virtual table structure does not match the structure of an existing data object. The Developer tool sets the data access method for the virtual table to none, which indicates the virtual table is not linked to a source. 1. Open an SQL data service. 2. In the Overview view Tables section, click the New button. The New Virtual Table dialog box appears. 3. Enter a name for the virtual table. 4. Enter a virtual schema name or select a virtual schema. 5. Click Finish. The following image shows the virtual table in the Schema view: 6. To add a column to the virtual table, perform the following steps: a. Select Data Access in the Properties view. Verify that the Access Method is set to Custom. b. Select Columns in the Properties view and click New. The following image shows the location of the New button. Verify that the virtual column names are not reserved words for the SQL standard. 7. To make a column a primary key, click the blank space to the left of the column name. 16 Chapter 2: Virtual Data

17 Defining Relationships between Virtual Tables You can define primary key-foreign key relationships between virtual tables in an SQL data service to show associations between columns in the virtual tables. 1. Open an SQL data service. 2. Expand the SQL data service. Select one of the virtual tables. 3. In the Outline view, select Foreign Key. The Virtual Table editor displays the Foreign Keys view, with a list of available foreign keys. 4. In the Foreign Keys view, click Add. The Create New Foreign Key dialog box opens. 5. Select the table that has the primary key that you want to use. 6. In the Foreign Key column, select the field you want to use as a foreign key. 7. Click Finish. Running an SQL Query to Preview Data Run an SQL query against a virtual table to preview the data. For the query to return results, the virtual table must be linked to source data. Therefore, the virtual table must be created from a data object or it must be linked to source data in a virtual table mapping. 1. Open an SQL data service. 2. Click the Schema view. 3. Select the virtual table in the Outline view. The virtual table appears in the Schema view. 4. Click the Data Viewer view. 5. Enter an SQL statement in the Input window. For example: 6. Click Run. select * from <schema>.<table> The query results appear in the Output window. Persisting Virtual Data in Temporary Tables A temporary table is a table in a relational database that stores intermediate, temporary data. Complex queries commonly require storage for large amounts of intermediate data, such as information from joins. When you implement temporary tables, business intelligence tools can retrieve this data from the temporary table instead of the SQL data service. This results in an increase in performance. Temporary tables also provide increased security in two ways. First, only the user of the active session can access the tables. Also, the tables persist while a session is active, and the database drops the tables when the connection closes. To implement temporary tables, an administrator must create the Data Integration Service, and then configure the Table Storage Connection in the SQL Connection properties of the Data Integration Service. After the administrator configures the connection, a developer uses the Informatica ODBC or JDBC driver to Persisting Virtual Data in Temporary Tables 17

18 configure a connection between a business intelligence tool and the Informatica SQL data service. When these connections are configured, the business intelligence tool can create and use temporary tables. Temporary tables for all SQL data services in a Data Integration Service use the same relational database connection. When the connection to the SQL data service is active, you can connect to the SQL data service through a JDBC or ODBC client. The relational database drops temporary tables when the session ends. If the Data Integration Service unexpectedly shuts down, the relational database drops temporary tables on the next Data Integration Service startup. Temporary Table Implementation You can store intermediate query result set data in temporary tables when complex queries produce large amounts of intermediate data. For example, temporary tables can store frequently used join results. Business intelligence tools can query the temporary table instead of the SQL data service, resulting in increased performance. To implement temporary tables, the Informatica administrator and the business intelligence tool user perform the following separate tasks: Step 1. The Informatica administrator creates a connection for the data integration service. In the Administrator tool, create a connection to the SQL data service. Edit the SQL Properties of the Data Integration Service and select a relational database connection for the Table Storage Connection property. Recycle the Data Information Service. Step 2. The business intelligence tool user creates a connection for the SQL data service. In a business intelligence tool, create a connection to the SQL data service. The connection uses the Informatica ODBC or JDBC driver. Step 3. Queries from the business intelligence tool create and use temporary tables. While the connection is active, the business intelligence tool issues queries to the SQL data service. These queries create and use temporary tables to store large amounts of data that the complex query produces. When the connection ends, the database drops the temporary table. Temporary Table Operations After you create the SQL data service connection, you can use SQL operations to create, populate, select from, or drop a temporary table. You can issue these commands in a regular or stored SQL statement. You can perform the following operations: Create a temporary table. To create a temporary table on the relational database, use the following syntax: CREATE TABLE emp (empid INTEGER PRIMARY KEY,eName char(50) NOT NULL,) You can specify the table name in the SQL data service. Note: Use CREATE TABLE, not CREATE TEMPORARY TABLE. The use of CREATE TEMPORARY TABLE is not supported. Create a temporary table from a source table. You can create a temporary table with or without data from a source table. The following syntax is supported in Informatica Data Services version 9.5.1: CREATE TABLE emp.backup as select * from emp Where emp is an existing schema in the SQL data service that you connected to. 18 Chapter 2: Virtual Data

19 The following syntax is supported in Informatica Data Services version and 9.6.1: CREATE TABLE emp.backup as select * from emp [ [LIMIT n] ] Where emp is an existing schema in the SQL data service that you connected to. When you create a temporary table with data, the Data Integration Service populates the table with the data. The CREATE AS operator copies columns from a database table into the temporary table. You cannot maintain foreign key or primary key constraints when you use CREATE AS. You can cancel a request before the Data Integration Service copies all the data. Note: The Informatica administrator must create a connection, and then configure it in SQL Properties as the Table Storage Connection, before you create the temporary table. Insert data into a temporary table. To insert data into a temporary table, use the INSERT INTO <temp_table> statement. You can insert literal data and query data into a temporary table. The following table shows examples of SQL statements that you can use to insert literal data and query data into a temporary table: Type Literal data Query data Description Literals describe a user or system-supplied string or value that is not an identifier or keyword. Use strings, numbers, dates, or boolean values when you insert literal data into a temporary table. Use the following statement format to insert literal data into a temporary table: INSERT INTO <TABLENAME> <OPTIONAL COLUMN LIST> VALUES (<VALUE LIST>), (<VALUE LIST>) For example, INSERT INTO temp_dept (dept_id, dept_name, location) VALUES (2, 'Marketing', 'Los Angeles'). You can query an SQL data service and insert data from the query into a temporary table. Use the following statement format to insert query data into a temporary table: INSERT INTO <TABLENAME> <OPTIONAL COLUMN LIST> <SELECT QUERY> For example, INSERT INTO temp_dept(dept_id, dept_name, location) SELECT dept_id, dept_name, location from dept where dept_id = 99. You can use a set operator, such as UNION, in the SQL statement when you insert query data into a temporary table. Use the following statement format when you use a set operator: INSERT INTO <TABLENAME> <OPTIONAL COLUMN LIST> (<SELECT QUERY> <SET OPERATOR> <SELECT QUERY>) For example, INSERT INTO temp_dept select * from north_america_dept UNION select * from asia_dept. Select from a temporary table. You can query the temporary table with the SELECT... from <table> statement. Drop a temporary table. To drop a temporary table from the relational database, use the following syntax: DROP TABLE <tablename> If the table is not dropped on the physical database, the SQL data service drops the table the next time the Data Integration Service starts, if the table still exists. Persisting Virtual Data in Temporary Tables 19

20 Rules and Guidelines for Temporary Tables Consider the following rules and guidelines for creation and use of temporary tables: You can specify schema and default schema for a temporary table. You can place the primary key, NULL, NOT NULL, and DEFAULT constraints on a temporary table. You cannot place a foreign key or CHECK and UNIQUE constraints on a temporary table. You cannot issue a query that contains a common table expression or a correlated subquery against a temporary table. CREATE AS statements cannot contain a correlated subquery. Virtual Table Mappings A virtual table mapping defines the virtual data flow between sources and a virtual table in an SQL data service. Use a virtual table mapping to transform the data. Create a virtual table mapping to link a virtual table in an SQL data service with source data and to define the rules for data transformation. When an end user queries the virtual table, the Data Integration Service applies the transformation rules defined in the virtual table mapping to the source data. It returns the transformed data to the end user. If you do not want to transform the data, you do not have to create a virtual table mapping. When an end user queries the virtual table, the Data Integration Service retrieves data directly from the data object. You can create one virtual table mapping for each virtual table in an SQL data service. You can preview virtual table data as you create and update the mapping. A virtual table mapping contains the following components: Sources. Physical or logical data objects that describe the characteristics of source tables or files. A virtual table mapping must contain at least one source. Transformations. Objects that define the rules for data transformation. Use different transformation objects to perform different functions. Transformations are optional in a virtual table mapping. Virtual table. A virtual table in an SQL data service. Links. Connections between columns that define virtual data flow between sources, transformations, and the virtual table. Example You want to make order information available to one of your customers. The orders information is stored in a relational database table that contains information for several customers. The customer is not authorized to view the orders information for other customers. Create an SQL data service to retrieve the orders information. Create a virtual table from the orders table and set the data access method to custom. Add a Filter transformation to the virtual table mapping to remove orders data for the other customers. After you create and deploy an application that contains the SQL data service, the customer can query the virtual table that contains his orders information. 20 Chapter 2: Virtual Data

21 Defining a Virtual Table Mapping To define a virtual table mapping, create a virtual table mapping, add sources and transformations, and validate the mapping. 1. Create a mapping from a virtual table in an SQL data service. 2. Add sources and transformations to the mapping and link columns. 3. Validate the mapping. 4. Optionally, preview the mapping data. Creating a Virtual Table Mapping Create a virtual table mapping to define the virtual data flow between source data and a virtual table in an SQL data service. You can create one virtual table mapping for each virtual table. 1. Open the SQL data service that contains the virtual table for which you want to create a virtual table mapping. 2. Click the Overview view. 3. In the Tables section, change the data access method for the virtual table to Custom. The New Virtual Table Mapping dialog box appears. 4. Enter a name for the virtual table mapping. 5. Click Finish. The Developer tool creates a view for the virtual table mapping and places the virtual table in the editor. If you created the virtual table from a data object, the Developer tool adds the data object to the mapping as a source. 6. To add sources to the mapping, drag data objects from the Object Explorer view into the editor. You can add logical or physical data objects as sources. 7. Optionally, add transformations to the mapping by dragging them from the Object Explorer view or Transformation palette into the editor. 8. Link columns by selecting a column in a source or transformation and dragging it to a column in another transformation or the virtual table. The Developer tool uses an arrow to indicate the columns are linked. Validating a Virtual Table Mapping Validate a virtual table mapping to verify that the Data Integration Service can read and process the entire virtual table mapping. 1. Open an SQL data service. 2. Select the virtual table mapping view. 3. Select Edit > Validate. The Validation Log view opens. If no errors appear in the view, the virtual table mapping is valid. 4. If the Validation Log view lists errors, correct the errors and revalidate the virtual table mapping. Virtual Table Mappings 21

22 Previewing Virtual Table Mapping Output As you develop a virtual table mapping, preview the output to verify the virtual table mapping produces the results you want. The virtual table must be linked to source data. 1. Open the SQL data service that contains the virtual table mapping. 2. Click the virtual table mapping view. 3. Select the object for which you want to preview output. You can select a transformation or the virtual table. 4. Click the Data Viewer view. 5. Click Run. The Developer tool displays results in the Output section. Virtual Stored Procedures A virtual stored procedure is a set of procedural or data flow instructions in an SQL data service. When you deploy an application that contains an SQL data service, end users can access and run the virtual stored procedures in the SQL data service through a JDBC client tool. Create a virtual stored procedure to allow end users to perform calculations, retrieve data, or write data to a data object. End users can send data to and receive data from the virtual stored procedure through input and output parameters. Create a virtual stored procedure within a virtual schema in an SQL data service. You can create multiple stored procedures within a virtual schema. A virtual stored procedure contains the following components: Inputs. Objects that pass data into the virtual stored procedure. Inputs can be input parameters, Read transformations, or physical or logical data objects. Input parameters pass data to the stored procedure. Read transformations extract data from logical data objects. A virtual stored procedure must contain at least one input. Transformations. Objects that define the rules for data transformation. Use different transformation objects to perform different functions. Transformations are optional in a virtual stored procedure. Outputs. Objects that pass data out of a virtual stored procedure. Outputs can be output parameters, Write transformations, or physical or logical data objects. Output parameters receive data from the stored procedure. Write transformations write data to logical data objects. A virtual stored procedure must contain at least one output. Virtual stored procedures do not return result sets. Links. Connections between ports that define virtual data flow between inputs, transformations, and outputs. Example An end user needs to update customer addresses for customer records stored in multiple relational databases. To allow the end user to update the addresses, first create a logical data object model to define a unified view of the customer. Create a logical data object that represents a union of the relational tables. Create a logical data object write mapping to write to the relational tables. Add a Router transformation to determine which relational table contains the customer record the end user needs to update. 22 Chapter 2: Virtual Data

23 Next, create an SQL data service. In the SQL data service, create a virtual stored procedure that contains input parameters for the customer ID and address. Create a Write transformation based on the logical data object and add it to the virtual stored procedure as output. Finally, deploy the SQL data service. The end user can call the virtual stored procedure through a third-party client tool. The end user passes the customer ID and updated address to the virtual stored procedure. The virtual stored procedure uses the Write transformation to update the logical data object. The logical data object write mapping determines which relational table to update based on the customer ID and updates the customer address in the correct table. Defining a Virtual Stored Procedure To define a virtual stored procedure, create a virtual stored procedure, add inputs, transformations, and outputs, and validate the stored procedure. 1. Create a virtual stored procedure in an SQL data service. 2. Add inputs, transformations, and outputs to the virtual stored procedure, and link the ports. 3. Validate the virtual stored procedure. 4. Optionally, preview the virtual stored procedure output. Creating a Virtual Stored Procedure Create a virtual stored procedure to allow an end user to access the business logic within the procedure through a JDBC or ODBC client tool. You must create a virtual stored procedure within a virtual schema. 1. In theoutline view for an SQL data service, right-click the data service and select New > Virtual Stored Procedure. The New Virtual Stored Procedure dialog box appears. 2. Enter a name for the virtual stored procedure. 3. Enter a virtual schema name or select a virtual schema. 4. If the virtual stored procedure has input parameters or output parameters, select the appropriate option. 5. Click Finish. The Developer tool opens the virtual stored procedure in the editor. If you select input parameters or output parameters, the Developer tool adds an Input Parameter transformation or an Output Parameter transformation, or both, in the editor. 6. Add input parameters or sources to the virtual stored procedure. 7. Add output parameters or targets to the virtual stored procedure. 8. Optionally, add transformations to the virtual stored procedure by dragging them from the Object Explorer view or the Transformation palette into the editor. 9. Link ports by selecting a port in a source or transformation and dragging it to a port in another transformation or target. The Developer tool uses an arrow to indicate the ports are linked. Virtual Stored Procedures 23

24 Validating a Virtual Stored Procedure Validate a virtual stored procedure to verify that the Data Integration Service can read and process the virtual stored procedure. 1. Open a virtual stored procedure. 2. Select Edit > Validate. The Validation Log view opens. If no errors appear in the view, the virtual stored procedure is valid. 3. If the Validation Log view lists errors, correct the errors and revalidate the virtual stored procedure. Previewing Virtual Stored Procedure Output As you develop a virtual stored procedure, preview the output to verify that the virtual stored procedure produces the results you want. The virtual stored procedure must contain at least one input parameter or source. 1. Open a virtual stored procedure. 2. Select the Data Viewer view. 3. If the virtual stored procedure contains input parameters, enter them in the Input section. 4. Click Run. The Developer tool displays results in the Output section. SQL Query Plans Use an SQL query plan to view a mapping-like representation of the SQL query that you enter when you preview virtual table data. You can view the original query and the optimized query that the Data Integration Service runs. When you view the SQL query plan for a query, the Developer tool displays a graphical representation of the query that looks like a mapping. The graphical representation has a source, transformations, links, and a target. View the query plan to troubleshoot queries that end users run against a deployed SQL data service and understand log messages. SQL Query Plan Optimization The Data Integration Services optimizes an SQL query to increase performance when you select a optimizer level. The optimized query produces the same results but runs more quickly. The Data Integration Service can perform the following type of optimizations: Push transformations to relational data objects. Reorder transformations in the mapping. Push SQL set operations such as UNION, UNION ALL, DISTINCT, INTERSECT, DISTINCT, and MINUS to relational data objects. Push SQL keyword LIMIT to IBM DB2, MS SQL, and Oracle relational data objects. You can view the original query plan and the optimized query plan from the Data Viewer view. The resulting optimized query can contain different transformations or transformations in a different order. The Data 24 Chapter 2: Virtual Data

25 Integration Service can push transformations and SQL operations to the relational data object to minimize data read from the source. You can configure different optimizer levels in the Developer tool. Different optimizer levels produce different queries. The query optimization depends on the optimizer level that you select and the complexity of the query. When you run a simple query against a virtual table, different optimizer levels might produce the same optimized query. When you run a query that contains multiple clauses and subqueries, different optimizer levels produce a different optimized queries. SQL Query Plan Optimization Examples The Data Integration Service can optimize SQL operations and transformations by pushing them to a relational data object. For example, you can query a customer virtual table to select distinct customers or filter customer data by customer ID. DISTINCT SQL Operation You want to query the CUSTOMERS virtual table in an SQL data service to select distinct customer numbers. The Data Integration Service can push SQL keywords such as Distinct to the relational data object with the normal optimizer level. You can enter the following query in the Data Viewer view: select distinct Customer_number from CUSTOMERS The following figure shows the SQL query plan that appears in the Non-Optimized tab: The non-optimized representation displays the query plan based on the query you enter with the DISTINCT operation. The following figure shows the SQL query plan that appears in the Optimized tab: The optimized representation displays the query plan as the Data Integration Service runs it. The Data Integration Service pushes the DISTINCT operation to the source to increase performance. Filter Transformation You want to query the CUSTOMERS virtual table in an SQL data service to filter and order customer data. The Data Integration Service can push transformations such as a Filter transformation to the relational data object with the normal optimizer level. You can enter the following query in the Data Viewer view: select * from CUSTOMERS where CUSTOMER_ID > order by LAST_NAME SQL Query Plans 25

26 The following figure shows the SQL query plan that appears in the Non-Optimized tab: The non-optimized representation displays the query plan based on the query you enter. The Developer tool displays the WHERE clause as a Filter transformation and the ORDER BY clause as a Sorter transformation. The Developer tool uses a pass-through Expression transformation to rename ports. The following figure shows the optimized SQL query plan that appears in the Optimized tab: The optimized representation displays the query plan as the Data Integration Service runs it. Because the optimizer level is normal, the Data Integration Service pushes the filter condition to the source. Pushing the filter condition improves query performance because it reduces the number of rows that the Data Integration Service reads from the source. As in the non-optimized query, the Developer tool displays the ORDER BY clause as a Sorter transformation. The Data Integration Service uses pass-through Expression transformations to enforce the data types that you configure in the logical transformations. Viewing an SQL Query Plan Display the SQL query plan to view a mapping-like representation of the SQL query you enter when you preview virtual table data. 1. Open an SQL data service that contains at least one virtual table. 2. Click the Data Viewer view. 3. Enter an SQL query in the Input window. 4. Optionally, select a data viewer configuration that contains the optimizer level you want to apply to the query. 5. Click Show Query Plan. The Developer tool displays the SQL query plan for the query as you entered it on the Non-Optimized tab. 6. To view the optimized query, click the Optimized tab. The Developer tool displays the optimized SQL query plan. 26 Chapter 2: Virtual Data

27 C h a p t e r 3 SQL Syntax This chapter includes the following topics: SQL Syntax Overview, 27 Datatypes, 28 Operators, 28 Functions, 28 SQL Statements and Keywords, 36 Queries, 37 Reserved Words, 39 Escape Syntax, 39 Troubleshooting SQL Data Services, 42 SQL Syntax Overview An SQL data service is a virtual database you can query. It provides a uniform view of data that might be scattered among disparate, heterogeneous data sources. You can run SQL queries when you preview virtual table data in Developer tool. You can also use a JDBC or ODBC client tool to run SQL queries against the virtual tables in an SQL data service. An SQL data service can contain the following objects: Virtual schemas that define the database structure Virtual tables Virtual table mappings that define the flow of data between sources and a virtual table Virtual stored procedures that take optional inputs through parameters, transform the data, and optionally return output through parameters To allow end users to query the virtual tables and run the virtual stored procedures in an SQL data service, a developer creates and deploys an application that contains the SQL data service. The developer deploys the application to a Data Integration Service and an administrator runs the application. When the application is running, end users can make SQL queries against the virtual tables and run the virtual stored procedures in the SQL data service. SQL data services support ANSI SQL-92 operators, functions, statements, and keywords. 27

28 Datatypes SQL data services support common SQL datatypes. SQL data services support the following datatypes: Bigint Binary Boolean Char Date Decimal Double Int Time Timestamp Varchar Operators SQL data services support common operators. Use operators to perform mathematical computations, combine data, or compare data. SQL data services support the following operators in an SQL query: Arithmetic operators: (), unary + and -, *, /, +, - Comparison operators: =,!=, <>, <, <=, >, >= Logical operators: AND, NOT, OR (concatenate strings) BETWEEN CASE EXISTS IN, NOT IN IS NULL, IS NOT NULL LIKE, NOT LIKE Functions You can use SQL and Informatica functions to run queries against an SQL data service. Some functions are SQL and Informatica equivalents, such as the ABS function. Some functions are unique to ANSI SQL or to Informatica. 28 Chapter 3: SQL Syntax

29 Note: You cannot use filter conditions with Informatica functions in the SQL. The following table provides the syntax and functions that you can use to query an SQL data service: Function Syntax Description ABS ABS( numeric_value ) Returns the absolute value of a numeric value. ADD_TO_DATE ADD_TO_DATE( date, format, amount ) Adds a specified amount to one part of a datetime value, and returns a date in the same format as the date you pass to the function. ASCII ASCII ( string ) Returns the numeric ASCII or Unicode value of the first character of the string passed to the function. AVG AVG( numeric_value ) Returns the average of all values in a group of rows. SQL function. CASE (Simple) CASE input_expression WHEN when_expression THEN result_expression [...n ] [ ELSE else_result_expression ] END Compares an expression to a set of simple expressions and returns a result associated with the first matching value. SQL function. CASE (Searched) CASE WHEN Boolean_expression THEN result_expression [...n ] [ ELSE else_result_expression ] END Evaluates a set of Boolean expressions and returns the first true result. SQL function. CEIL CEIL( numeric_value ) Returns the smallest integer greater than or equal to the numeric value passed to this function. CHAR_LENGTH CHAR_LENGTH( numeric_valu e ) Returns the number of characters in a string, including trailing blanks. SQL function. CHR CHR( numeric_value ) Returns the ASCII or Unicode character that corresponds to the numeric value you pass to this function. CHRCODE CHRCODE ( string ) Returns the numeric ASCII or Unicode value of the first character of the string passed to the function. SQL function. Functions 29

30 Function Syntax Description COALESCE CONCAT CONVERT_BASE COALESCE ( first_argument, second_argument[, third_argument,...] ) CONCAT( first_string, second_string ) CONVERT_BASE( string, source_base, dest_base ) Returns the first non-null argument from a list of arguments. If all arguments are NULL, COALESCE returns NULL. SQL function. Concatenates two strings. Converts a non-negative numeric string from one base value to another base value. COS COS( numeric_value ) Returns the cosine, expressed in radians, of a numeric value. COSH COSH( numeric_value ) Returns the hyperbolic cosine, expressed in radians, of a numeric value. COUNT COUNT( value ) Returns the number of rows that have non-null values in a group. Optionally, you can include the asterisk (*) argument to count all input values in a transformation. SQL function. CRC32 CRC32( value ) Returns a 32-bit Cyclic Redundancy Check (CRC32) value. CUME CUME( numeric_value ) Returns a running total. A running total means CUME returns a total each time it adds a value. SQL function. CURRENT_DATE CURRENT_DATE Returns the current date on the node hosting the Data Integration Service. The format of the returned value depends on the locale of the client machine. The returned value does not change if this function is executed more than once in a statement. SQL function. CURRENT_TIME CURRENT_TIME Returns the current time on the node hosting the Data Integration Service. The format of the returned value depends on the locale of the client machine. The returned value does not change if this function is executed more than once in a statement. SQL function. CURRENT_TIMESTAM P CURRENT_TIMESTAMP Returns the current date and time on the node hosting the Data Integration Service. The format of the returned value depends on the locale of the client machine. The returned value does not change if this function is executed more than once in a statement. SQL function. 30 Chapter 3: SQL Syntax

31 Function Syntax Description DATE_COMPARE DATE_DIFF DATE_COMPARE( date1, date2 ) DATE_DIFF( date1, date2, format ) Returns an integer that indicates which of two dates is earlier: - -1 if the first date is earlier - 0 if the two dates are equal - 1 if the second date is earlier - NULL if one of the date values is NULL Returns the length of time between two dates. EXP EXP( exponent ) Returns e raised to the specified power (exponent), where e= EXTRACT EXTRACT( YEAR MONTH DAY HOUR MINUTE SECOND FROM date ) Extracts the specified part of a date as an integer value. Therefore, if you create an expression that returns the day portion of the date, and pass a date such as Apr :00:00, EXTRACT returns 15. SQL function. FLOOR FLOOR( numeric_value ) Returns the largest integer less than or equal to the numeric value you pass to this function. FV GET_DATE_PART FV( rate, terms, payment [, present value, type] ) GET_DATE_PART( date, format ) Returns the future value of an investment, where you make periodic, constant payments, and the investment earns a constant interest rate. Returns the specified part of a date as an integer value. Therefore, if you create an expression that returns the month portion of the date, and pass a date such as Apr :00:00, GET_DATE_PART returns 4. INITCAP INITCAP( string ) Capitalizes the first letter in each word of a string and converts all other letters to lowercase. INSTR INSTR( string, search_value [,start [,occurrence [,comparison_type ]]] ) Returns the position of a character set in a string, counting from left to right. IS_DATE IS_DATE( value [,format] ) Returns whether a string value is a valid date. IS_NUMBER IS_NUMBER( value ) Returns whether a string is a valid number. Informatica function. Functions 31

32 Function Syntax Description IS_SPACES IS_SPACES( value ) Returns whether a string value consists entirely of spaces. A space is a blank space, a formfeed, a newline, a carriage return, a tab, or a vertical tab. Informatica function. ISNULL ISNULL( value ) Returns whether a value is NULL. Evaluates an empty string as FALSE. ISNUMERIC ISNUMERIC( value ) Returns whether a string is a valid number. SQL function. LAST_DAY LAST_DAY( date ) Returns the date of the last day of the month for each date in a column. LN LN( numeric_value ) Returns the natural logarithm of a numeric value. LOCATE LOCATE( string, search_value ) Returns the position of a character set from the beginning of a string. SQL function. LOG LOG( base, exponent ) Returns the logarithm of a numeric value. LOWER LOWER( string ) Converts uppercase string characters to lowercase. LPAD LPAD( first_string, length [,second_string] ) Adds a set of blanks or characters to the beginning of a string to set the string to a specified length. LTRIM LTRIM( string [, trim_set] ) Removes blanks or characters from the beginning of a string. MAKE_DATE_TIME MAKE_DATE_TIME( year, month, day, hour, minute, second, nanosecond ) Returns the date and time based on the input values. MAX MAX( value ) Returns the latest date, maximum numeric value, or highest string value found within a column or group. SQL function. MD5 MD5( value ) Calculates the checksum of the input value. METAPHONE METAPHONE( string [,length] ) Encodes string values. You can specify the length of the string that you want to encode. 32 Chapter 3: SQL Syntax

33 Function Syntax Description MIN MIN( value ) Returns the earliest date, minimum numeric value, or lowest string value found within a column or group. SQL function. MOD MOVINGAVG MOVINGSUM NPER PMT POSITION MOD( numeric_value, divisor ) MOVINGAVG( numeric_value, rowset ) MOVINGSUM( numeric_value, rowset ) NPER( rate, present value, payment [, future value, type] ) PMT( rate, terms, present value [, future value, type] ) POSITION( search_value, string ) Returns the remainder of a division calculation. Returns the row-by-row average of a specified set of rows. Informatica function. Returns the row-by-row sum of a specified set of rows. Informatica function. Returns the number of periods for an investment based on a constant interest rate and periodic, constant payments. Returns the payment for a loan based on constant payments and a constant interest rate. Returns the position of a character set from the beginning of a string. SQL function. POWER POWER( base, exponent ) Returns a value raised to the exponent you pass to the function. PV PV( rate, terms, payment [, future value, type] ) Returns the present value of an investment. RAND RAND( seed ) Returns a random number between 0 and 1. For the same seed, the Data Integration Service generates the same sequence of numbers. RATE REG_EXTRACT RATE( terms, payment, present value[, future value, type] ) REG_EXTRACT( subject, 'pattern', subpatternnum ) Returns the interest rate earned per period by a security. Returns NULL if present value is greater than the product of terms and payment. Extracts subpatterns of a regular expression within an input value. For example, from a regular expression pattern for a full name, you can extract the first name or last name. Informatica function. Functions 33

34 Function Syntax Description REG_MATCH REG_REPLACE REPLACECHR REG_MATCH( subject, pattern ) REG_REPLACE( subject, pattern, replace, numreplacements ) REPLACECHR( CaseFlag, InputString, OldCharSet, NewChar ) Returns whether a value matches a regular expression pattern to validate data patterns, such as IDs, telephone numbers, postal codes, and state names. Informatica function. Replaces characters in a string with another character pattern. Searches the input string for the character pattern you specify and replaces all occurrences with the replacement pattern. You can also indicate the number of occurrences of the pattern you want to replace in the string. Informatica function. Replaces characters in a string with a single character or no character. ROUND (dates) ROUND( date [,format] ) Rounds one part of a date. ROUND (numbers) ROUND( numeric_value [, precision] ) Rounds numbers to a specified number of digits or decimal places. RPAD RPAD( first_string, length [,second_string] ) Converts a string to a specified length by adding blanks or characters to the end of the string. Informatica function. RTRIM RTRIM( string [, trim_set] ) Removes blanks or characters from the end of a string. SET_DATE_PART SET_DATE_PART( date, format, value ) Sets one part of a Date/Time value to a value you specify. SIGN SIGN( numeric_value ) Returns whether a numeric value is positive, negative, or 0. SIN SIN( numeric_value ) Returns the sine, expressed in radians, of a numeric value. SINH SINH( numeric_value ) Returns the hyperbolic sine, expressed in radians, of a numeric value. 34 Chapter 3: SQL Syntax

35 Function Syntax Description SOUNDEX SOUNDEX( string ) Encodes a string value into a four-character string. It uses the first character of the input string as the first character in the return value and encodes the remaining three unique consonants as numbers: - B, F, P, V = 1 - C, G, J, K, Q, S, X, Z = 2 - D, T = 3 - L = 4 - M, N = 5 - R = 6 SQRT SQRT( numeric_value ) Returns the square root of a non-negative numeric value. SUBSTR SUBSTR( string, start [,length] ) Returns a portion of a string. Counts all characters, including blanks. SUM SUM( numeric_value ) Returns the sum of all values in the selected column. SQL function. TAN TAN( numeric_value ) Returns the tangent, expressed in radians, of a numeric value. TANH TANH( numeric_value ) Returns the hyperbolic tangent, expressed in radians, of a numeric value. TO_BIGINT TO_BIGINT( value [, flag] ) Converts a string or numeric value to a bigint value. The flag truncates the decimal portion if true or nonzero. It rounds the decimal portion if false or 0. TO_CHAR TO_CHAR( value ) Converts numeric values or dates to text strings. TO_DATE TO_DATE( string [, format] ) TO_DECIMAL TO_DECIMAL( value [, scale] ) Converts a character string to a Date/Time datatype. Converts a string or numeric value to a decimal value. TO_FLOAT TO_FLOAT( value ) Converts a string or numeric value to a double-precision floating point number (the Double datatype). Functions 35

36 Function Syntax Description TO_INTEGER TO_INTEGER( value [, flag] ) Converts a string or numeric value to an integer. The flag truncates the decimal portion if true or nonzero. It rounds the decimal portion if false or 0. TRIM TRIM( [operand] string ) Removes leading characters, trailing characters, or both from a string. Operands are as follows: - LEADING [ trim_character FROM ] - TRAILING [ trim_character FROM ] - BOTH [ trim_character FROM ] The trim_character argument passes the character you want to remove. Enclose the trim character in single quotes. If you omit the trim character, TRIM removes spaces. For example, TRIM( ' Mary ' ) returns Mary (no spaces). TRIM( BOTH '*' FROM '**Mary*' ) returns Mary. SQL function. TRUNC (dates) TRUNC( date [,format] ) Truncates dates to a specific year, month, day, hour, minute, second, millisecond, or microsecond. TRUNC (numbers) TRUNC( numeric_value [, precision] ) Truncates numbers to a specific digit. UPPER UPPER( string ) Converts lowercase string characters to uppercase. SQL Statements and Keywords SQL data services support the ANSI SQL-92 standard. Use SQL statements and keywords to define SQL queries and run virtual stored procedures. To query the virtual tables in an SQL data service, use the SQL SELECT statement. To run the virtual stored procedures in an SQL data service, use the SQL CALL (PROCEDURE) statement. The syntax is as follows: CALL proc_name( [parameter_1] [, parameter_n] ) You can use the following clauses in an SQL query: FROM GROUP BY HAVING ORDER BY WHERE 36 Chapter 3: SQL Syntax

37 You can use the following SQL keywords in an SQL query: ALL CROSS JOIN DISTINCT EXCEPT FULL OUTER JOIN INNER JOIN INTERSECT LEFT OUTER JOIN LIMIT MINUS RIGHT OUTER JOIN UNION, UNION ALL Queries You can issue non-correlated subqueries, correlated subqueries, and parameterized queries when you query virtual tables and run virtual stored procedures in an SQL data service. Non-Correlated Subqueries A non-correlated subquery is a subquery that is not dependent on the outer query. Use non-correlated subqueries to filter or modify data when you query virtual tables in an SQL data service. You can use non-correlated subqueries in the following places: Expressions BETWEEN operator CASE operator FROM clause HAVING clause IN, NOT IN operators SELECT statement WHERE clause You can use scalar non-correlated subqueries. You can use non-correlated subqueries as SET operands. Queries 37

38 Correlated Subqueries A correlated subquery is a subquery that uses values from the outer query in its WHERE clause. The subquery is evaluated once for each row processed by the outer query. Use correlated subqueries to filter or modify data when you query virtual tables in an SQL data service. You can issue a correlated subquery from an ODBC client, JDBC client, or from the query plan window in the Developer tool. The following table provides examples of the types of correlated subqueries that you can issue against an SQL data service: Type IN Description A correlated subquery that uses the IN keyword within an SQL WHERE clause to select rows from the values returned by the correlated subquery. For example, SELECT * FROM vs.nation a WHERE a.n_regionkey IN (SELECT distinct b.r_regionkey FROM vs.region b WHERE b.r_regionkey = a.n_regionkey). Quantified comparison A correlated subquery that contains a comparison operator within an SQL WHERE clause. For example, SELECT n_name FROM vs.nation a WHERE 2 > (SELECT 1 FROM vs.nation b WHERE a.n_nationkey=b.n_nationkey). Correlated Subquery Requirements The Data Integration Service flattens the correlated subqueries into a normal join before it runs the query. If the Data Integration Service cannot flatten a correlated query into a normal join, the Data Integration Service generates a system error and it does not run the query. The following table shows the results of a correlated subquery that the Data Integration Service flattened: Type Non-flattened Flattened Query SELECT huge.* FROM huge WHERE c1 IN (SELECT c1 FROM tiny) SELECT huge.* FROM huge, tiny WHERE huge.c1 = tiny.c1 The Data Integration Service can flatten a correlated subquery into a normal join when it meets the following requirements: The type is IN or a quantified comparison. It is not within an OR operator or part of a SELECT list. It does not contain the LIMIT keyword. It does not contain a GROUP BY clause, aggregates in a SELECT list, or an EXIST or NOT IN logical operator. It generates unique results. One column in the corelated subquery is a primary key. For example, if r_regionkey column is a primary key for the vs.nation virtual table, you can issue the following query: SELECT * FROM vs.nation WHERE n_regionkey IN (SELECT b.r_regionkey FROM vs.region b WHERE b.r_regionkey = n_regionkey). If it contains a FROM list, each table in the FROM list is a virtual table in the SQL data service. 38 Chapter 3: SQL Syntax

39 Parameterized Queries A parameterized query uses a precompiled SQL statement with placeholders for values that change. Parameterized queries can improve processing efficiency and protect the database from SQL injection attacks. You can use prepared statements and call stored procedures in a parameterized query that you run against an SQL data service. Define parameters in the PreparedStatement or CallableStatement object in a JDBC program or in a statement handle prepared by SQLPrepare for an ODBC program. Use the PreparedStatement object to store a precompiled SQL statement that you can run multiple times. Use the CallableStatement object to call stored procedures. You can use standard method calls and set methods in the PreparedStatement object of the parameterized query. An SQL data service accepts common datatypes when you configure default values for parameters in stored procedures. The date, time, and timestamp datatypes default to the ISO format. You cannot use the following items in a parameterized query that you run against an SQL data service: addbatch() and executebatch() prepared statement method calls Set methods as of JDBC 6.0 DDL and DML statements that return update counts Stored procedures that return values Array datatype Reserved Words Some keywords are reserved for specific functions. The following words are reserved words: All transformation language reserved words All ANSI SQL keywords To use reserved words in an SQL query, enclose the word in double quotation marks. Escape Syntax SQL data services support escape clauses for functions, date formats, time formats, and timestamp formats. An escape clause contains a keyword enclosed in curly brackets. Reserved Words 39

40 The following table lists the keywords you can use in an escape clause: Category Keyword Syntax Functions fn {fn function_name( arguments )} For example: SELECT {fn SUBSTRING( EmpName, 1, 2 )} from Emp Date formats d {d 'value'} The format for the date value must match the SQL data service default date format. Therefore, if the default date format for the SQL data service is YYYY- MM-DD, the date value must include a 4-digit year. For example: SELECT * FROM Orders WHERE OrderDate > {d ' '} Time formats t {t 'value'} The format for the time value must match the SQL data service default time format. Therefore, if the default time format for the SQL data service is HH:MI:SS, the time value cannot include fractional seconds. For example: SELECT * FROM Orders WHERE OrderTime < {t '12:00:00'} Timestamp formats ts {ts 'value'} The format for the timestamp value must match the SQL data service default timestamp format. Therefore, if the default timestamp format for the SQL data service is YYYY-MM-DD HH:MI:SS, the timestamp value cannot include fractional seconds. For example: SELECT * FROM Sales WHERE TransactTime > {ts ' :00:00'} Escape Syntax for the fn Keyword SQL data services support certain functions when you use a function escape sequence. The following table lists the functions that SQL data services support when you use a function escape sequence: Function Syntax Description CURTIMESTAMP CURTIMESTAMP() Returns the current date and time on the node hosting the Data Integration Service. The returned value does not change if it is executed more than once in a single statement. EXP EXP( exponent ) Returns e raised to the specified power (exponent), where e= EXTRACT EXTRACT( YEAR MONTH DAY HOUR MINUTE SECOND FROM date ) Extracts the specified part of a date as an integer value. Therefore, if you create an expression that returns the day portion of the date, and pass a date such as Apr :00:00, EXTRACT returns Chapter 3: SQL Syntax

41 Function Syntax Description FLOOR FLOOR( numeric_value ) Returns the largest integer less than or equal to the numeric value you pass to this function. LCASE LCASE( string ) Converts uppercase string characters to lowercase. LENGTH LENGTH( string ) Returns the number of characters in a string, including trailing blanks. LOCATE LOCATE( string, search_value ) Returns the position of a character set from the beginning of a string. LOG LOG( numeric_value ) Returns the base-10 logarithm of a numeric value. LTRIM LTRIM( string ) Removes blanks from the beginning of a string. MOD MOD( numeric_value, divisor ) Returns the remainder of a division calculation. POWER POWER( base, exponent ) Returns a value raised to the exponent you pass to the function. RTRIM RTRIM( string ) Removes blanks from the end of a string. SIN SIN( numeric_value ) Returns the sine, expressed in radians, of a numeric value. SINH SINH( numeric_value ) Returns the hyperbolic sine, expressed in radians, of a numeric value. SQRT SQRT( numeric_value ) Returns the square root of a non-negative numeric value. SUBSTRING SUBSTRING( string, start [,length] ) Returns a portion of a string. Counts all characters, including blanks. TAN TAN( numeric_value ) Returns the tangent, expressed in radians, of a numeric value. TANH TANH( numeric_value ) Returns the hyperbolic tangent, expressed in radians, of a numeric value. TRIM TRIM( [operand] string ) Removes leading characters, trailing characters, or both from a string. Operands are as follows: - LEADING [ trim_character FROM ] - TRAILING [ trim_character FROM ] - BOTH [ trim_character FROM ] The trim_character argument passes the character you want to remove. Enclose the trim character in single quotes. If you omit the trim character, TRIM removes spaces. For example, TRIM( ' Mary ' ) returns Mary (no spaces). TRIM( BOTH '*' FROM '**Mary*' ) returns Mary. UCASE UCASE( string ) Converts lowercase string characters to uppercase. Escape Syntax 41

42 Troubleshooting SQL Data Services The solutions to the following situations might help you troubleshoot SQL data services. When I use special characters in a query against a virtual table in an SQL data service, the query fails. If the name of a virtual table or a column contains special characters, you must enclose the name in double quotes. For example, an SQL data service contains a virtual table named "@Customers." To return all rows from the table, enter the following query: SELECT * FROM "@Customers" When I use the CONVERT_BASE function to convert a negative number in an SQL query, the query fails. The CONVERT_BASE function converts non-negative numeric strings. To convert binary data with negative values, you can enter the following query: CONVERT_BASE(TO_CHAR(X-ABS(value)), source_base, dest_base) ) X represents the destination base raised to the number of bits. For example, the following query uses 2^16=65536 and calculates the negative integers for binary data with 16 bits: CONVERT_BASE(TO_CHAR(65536-ABS(NEWFIELD)), 10, 2) ) I ran an SQL query and the query failed. You can get an XML file of the failed query mapping and then send the file to Informatica Global Customer Support for analysis. To create an XML file for the query, enable the dumpmapping parameter in the connection properties. When you run a query with the dumpmapping parameter enabled, the Data Integration Service creates an XML file for the query mapping and stores it in the following location: <Informatica installation directory>\tomcat\bin\dslogs\sql. The following table describes how to enable the dumpmapping parameter for each SQL data service connection type: Connection Type JDBC connections ODBC connections on Windows ODBC connections on UNIX Method Add the following value to the JDBC connection string: &dumpmapping=true Enter the following value in the Optional Parameters field in the Create a New Data Source window: dumpmapping=true Add the following value to the odbc.ini file: &dumpmapping=true I entered an SQL query that converts a large number to a binary value using the CONVERT_BASE function, and the result is truncated. Use the CAST() function when converting large numbers to binary. For example, the following CONVERT_BASE query converts 2222 from base 10 to base 2: CAST(CONVERT_BASE( 2222, 10, 2 ) AS VARCHAR(100)) I entered an SQL query that converts a large number to a binary value using the CONVERT_BASE function, and the result is truncated. Use the CAST() function when converting large numbers to binary. For example, the following CONVERT_BASE query converts 2222 from base 10 to base 2: CAST(CONVERT_BASE( 2222, 10, 2 ) AS VARCHAR(100)) 42 Chapter 3: SQL Syntax

43 When I use the TO_DECIMAL function to convert a string or numeric value to a decimal value, the query fails with a decimal overflow error, or the query returns an unexpected decimal value. Use the CAST() function to change the SQL statement when you use the TO_DECIMAL function in an SQL query. For example, the following TO_DECIMAL query uses the CAST function to return the decimal value : CAST(TO_DECIMAL(( , 3)) Troubleshooting SQL Data Services 43

44 C h a p t e r 4 Installing and Configuring Drivers for Third-Party Clients This chapter includes the following topics: Installing and Configuring Drivers for Third-Party Clients Overview, 44 Before You Install the Drivers, 45 Install the Drivers on Windows, 47 Install the Drivers on UNIX, 48 JDBC Connections, 50 ODBC Connections, 53 Installing and Configuring Drivers for Third-Party Clients Overview You can connect to an SQL data service from third-party client tools. Before you can connect from a thirdparty client tool, you must install and configure the Informatica JDBC/ODBC drivers on the client machine. Before you can connect to an SQL data service from a third party client tool, you must perform the following tasks: 1. Record the Informatica domain information. 2. Configure the client for secure communication or Kerberos authentication. 3. Install or upgrade the Informatica JDBC/ODBC drivers. 4. Configure the Informatica JDBC/ODBC drivers. 44

45 Before You Install the Drivers Before you install the Informatica JDBC/ODBC drivers, you must extract the installer files. You also need to record information about the domain. If you connect to an SQL data service in a secure domain, you must configure the client for secure communication or Kerberos authentication. Extract the Installer Files The installer files are compressed and distributed as a zip file on Windows and as a tar file on UNIX. Use a zip utility, a native tar utility, or a GNU tar utility to extract the installer files to a directory on your machine. You can extract the installer files in the following ways: Installation DVD. Download the Informatica zip or tar file from the installation DVD to a directory on your machine and then extract the installer files. Or, extract the installer files directly from the DVD to a directory on your machine. FTP download. Download the Informatica installation zip or tar file from the Informatica Electronic Software Download site to a directory on your machine and then extract the installer files. Record Informatica Domain Information When you install and configure the drivers to access an SQL data service, you need to know information about the domain. If you do not have the domain information, contact the Informatica domain administrator. The following table describes information that you need to know about the domain: Required Information Data Integration Service name Domain host name Domain HTTP port SQL data service name Security domain name User name User password Description Data Integration Service that runs the application that contains the SQL data service. Machine that hosts the Informatica domain. Informatica domain HTTP port number. Name of the SQL data service that contains the virtual tables you want to query or the virtual stored procedures that you want to run. The run-time SQL data service name includes the application name that contains the SQL data service and uses the following format: <application name>.<sql data service name> Informatica security domain name. Required if the Informatica user account is in an LDAP security domain. Informatica domain user name. Informatica domain user password. Before You Install the Drivers 45

46 Required Information Truststore file Authentication type Description If the Informatica domain has secure communication enabled, you must have the location of the truststore file that contains the SSL certificate for the domain. The mode of authentication used to connect to the SQL data service. You can select one of the following authentication modes: Native or LDAP Authentication Uses an Informatica domain user account to connect to the SQL data service in an Informatica domain that uses Native or LDAP authentication. The user account can be in a native or LDAP security domain. Kerberos with keytab Uses the service principal name (SPN) of an Informatica domain user account to connect to the SQL data service in an Informatica domain that uses Kerberos authentication. Kerberos with user name and password Uses an Informatica domain user account to connect to the SQL data service in an Informatica domain that uses Kerberos authentication. Logged in user Uses the user account logged in to the client machine to connect to the SQL data service in an Informatica domain that uses Native, LDAP, or Kerberos authentication. Configure the Client for Secure Communication If you connect to an SQL data service in an Informatica domain that has secure communication enabled, you must copy the truststore files to the to the machine that hosts the JDBC or ODBC client and set the INFA_TRUSTSTORE and INFA_TRUSTSTORE_PASSWORD environment variables. if you use the default Informatica SSL certificate or if you specify the SSL certificates to use, copy the truststore files and set the environment variables. Set the following environment variables for the truststore information: INFA_TRUSTSTORE Set this variable to the directory that contains the truststore files for the SSL certificates. The directory must contain truststore files named infa_truststore.jks and infa_truststore.pem. INFA_TRUSTSTORE_PASSWORD Set this variable to the password for the infa_truststore.jks file. The password must be encrypted. Use the command line program pmpasswd to encrypt the password. Set the environment variables based on the SSL certificates that you use for the domain. If you provide the SSL certificates to use, copy the truststore files to the machine that hosts the client and set the INFA_TRUSTSTORE variable to the directory that contains the truststore files. You must have truststore files in JKS and PEM format named infa_truststore.jks and infa_truststore.pem. You must also set the INFA_TRUSTSTORE_PASSWORD variable with the password for the infa_truststore.jks file. 46 Chapter 4: Installing and Configuring Drivers for Third-Party Clients

47 Configure the Client for Kerberos Authentication If you connect to an SQL data service in an Informatica domain that runs on a network that uses Kerberos authentication, you must copy the Kerberos configuration file to the machine the hosts the client. You might need to ask the Kerberos administrator to send you a copy of the file. To connect to an Informatica domain that uses Kerberos authentication, perform the following tasks: Copy the Kerberos configuration file to the client machines. Copy the Kerberos configuration file krb5.com to a directory on the client machine that is accessible to the client application. Set the KRB5_CONFIG environment variables with the Kerberos configuration file. Use the KRB5_CONFIG environment variable to store the path and file name of the Kerberos configuration file, krb5.conf. You must set the KRB5_CONFIG environment variable on each machine that hosts an Informatica client. For more information about Kerberos authentication and the configuration file, see the Informatica Security Guide. Install the Drivers on Windows Before you can connect to an SQL data service from a third-party client tool, you must install or upgrade the Informatica Data Services JDBC/ODBC drivers. Install the drivers on the machine that you connect to the SQL data service from. You can install the drivers on multiple machines in graphical mode or silent mode. The Informatica JDBC/ODBC driver version must match the Informatica version. Install the Drivers in Graphical Mode To install or upgrade the drivers in graphical mode, run the Informatica JDBC/ODBC driver installer. 1. Close all other applications. 2. Navigate to the root directory of the extracted installer files. 3. Run install.bat. 4. Choose to install or upgrade the drivers. 5. Click Next. The Installation Prerequisites page displays the system requirements. Verify that all installation requirements are met before you continue the installation. 6. Click Next. 7. On the Installation Directory page, enter the absolute path for the installation directory. 8. On the Pre-Installation Summary page, review the installation information, and click Install. The installer copies the driver files to the installation directory. The Post-Installation Summary page indicates whether the installation completed successfully. 9. Click Done. You can view the installation log files to get more information about the tasks performed by the installer. Install the Drivers on Windows 47

48 Install the Drivers in Silent Mode To install or upgrade the drivers without user interaction, install in silent mode. Use a properties file to specify the installation options. The driver installer reads the file to determine the installation options. Use the silent mode installation to install the drivers on multiple machines on the network or to standardize the installation across machines. 1. Use a text editor to open and change the values of the properties in the file. The following table describes the installation properties that you can change: Property INSTALL_TYPE USER_INSTALL_DIR Description Indicates whether to install or upgrade the drivers. Enter 0 to install the drivers. Enter 1 to upgrade the drivers. Default is 0. Informatica driver installation directory. For example, C:\\Informatica\<version>. 2. Save the properties file. 3. Navigate to the root directory of the extracted installer files. 4. To run the silent installation, double-click silentinstall.bat. The silent installer runs in the background. The silent installation is complete when the Informatica_<Version>_Driver_InstallLog.log file is created in the root directory. The silent installation fails if you incorrectly configure the properties file or if the installation directory is not accessible. View the installation log file in SYSTEM_DRIVE_ROOT. For example, C: \silenterrorlog.log. Correct the errors, and then run the silent installation again. Install the Drivers on UNIX Before you can connect to an SQL data service from a third-party client tool, you must install or upgrade the Informatica Data Services JDBC/ODBC drivers. Install the drivers on the machine that you want to connect to the SQL data service from. You can install the drivers on multiple machines in console mode or silent mode. Before you can connect to an SQL data service on UNIX, you must perform the following tasks: 1. Install or upgrade the Informatica JDBC/ODBC drivers. 2. Configure the shared library environment variable. 3. Configure the ODBC files. Install the Drivers in Console Mode To install or upgrade the drivers in console mode, run the Informatica JDBC/ODBC driver installer. 1. Log in to the machine with a system user account. 2. Close all other applications. 3. Navigate to the root directory of the extracted installer files. 48 Chapter 4: Installing and Configuring Drivers for Third-Party Clients

49 4. At the command prompt, extract the install media. 5. Run install.sh. 6. Select one of the following options: Option Description 1 Install the drivers. 2 Upgrade the drivers. 7. Press Enter. The Installation Prerequisites section displays the system requirements. 8. Verify that all installation requirements are met before you continue the installation. 9. Press Enter. The Installation Directory section appears. 10. Enter the absolute path for the installation directory. 11. Press Enter. 12. In the Pre-Installation Summary section, review the installation information, and then press Enter. 13. Press Enter. For more information about the install tasks, see the installation debug log. Install the Drivers in Silent Mode To install or upgrade the drivers without user interaction, install in silent mode. Use a properties file to specify the installation options. The driver installer reads the file to determine the installation options. Use the silent mode installation to install the drivers on multiple machines on the network or to standardize the installation across machines. 1. Use a text editor to open and change the values of the properties in the file. The following table describes the installation properties that you can change: Property INSTALL_TYPE USER_INSTALL_DIR Description Indicates whether to install or upgrade the drivers. Enter 0 to install the drivers. Enter 1 to upgrade the drivers. Default is 0. Informatica driver installation directory. For example, C:\\Informatica\<version>. 2. Save the properties file. 3. Navigate to the root directory of the extracted installer files. Install the Drivers on UNIX 49

50 4. To run the silent installation, double-click silentinstall.bat. The silent installer runs in the background. The silent installation is complete when the Informatica_<Version>_Driver_InstallLog.log file is created in the root directory. The silent installation fails if you incorrectly configure the properties file or if the installation directory is not accessible. View the installation log file in SYSTEM_DRIVE_ROOT. For example, C: \silenterrorlog.log. Correct the errors, and then run the silent installation again. JDBC Connections You can connect to an SQL data service through a JDBC client tool such as the SQL SQuirreL client. To connect to an SQL data service through a JDBC client tool, you must configure the JDBC connection. JDBC Connection Properties When you configure the JDBC connection, you configure the connection properties in the driver. Optionally, you can configure the Data Integration Service parameters for the connection. The following table describes the JDBC options and values that you enter: Option Class name JDBC URL Value com.informatica.ds.sql.jdbcdrv.infadriver Connection string for the JDBC connection. Use the following JDBC connection string for the different types of authentication: - Native or LDAP Authentication: jdbc:informatica:sqlds/<optional security domain\><optional user name>/<optional user password>@<domain host name>:<domain HTTP port>?dis=<data Integration Service name>&sqlds=<run-time SQL data service name>&authtype=native_uid - Kerberos with keytab: jdbc:informatica:sqlds/<optional security domain\><spn>@<domain host name>:<domain HTTP port>?dis=<data Integration Service name>&sqlds=<run-time SQL data service name>&keytabfilelocation=<keytab location>&authtype=kerberos_keytab - Kerberos with user name and password: jdbc:informatica:sqlds/<optional security domain\><user name>/<user password>@<domain host name>:<domain HTTP port>?dis=<data Integration Service name>&sqlds=<run-time SQL data service name>&authtype=kerberos_uid - Logged in user: jdbc:informatica:sqlds/@<domain host name>:<domain HTTP port>?dis=<data Integration Service name>&sqlds=<run-time SQL data service name>&authtype=sso 50 Chapter 4: Installing and Configuring Drivers for Third-Party Clients

51 The following table describes the Data Integration Service parameters that you can configure: Parameter application optimizelevel highprecision defaultdateformat defaulttimeformat defaulttimestampformat dumpmapping ResultSetCacheExpirationPeriod Value ACCESS Enter this parameter when you query Microsoft Access virtual tables that contain date columns. When you configure the ODBC driver with this parameter, the Data Integration Service converts Microsoft Access date data to the date/time data type. The parameter applies only to Microsoft Access date data. Sets the mapping optimization level. Enter one of the following values: - 0. Sets the optimization level to None Sets the optimization level to Minimal Sets the optimization level to Normal Sets the optimization level to Full. The default value is 1. Runs mappings in high-precision mode. Enter true or false. Specifies the date and time formats. Enter one of the following values: - YYYY-MM-DD HH24:MI:SS - YYYY/MM/DD HH24:MI:SS - YYYY/MM/DD - MM/DD/YYYY - MM/DD/YYYY HH24:MI:SS - DD/MM/YY - DD.MM.YY - DD-MON-YY - DD/MM/YY HH24:MI:SS - DD.MM.YY HH24:MI:SS Creates XML files for SQL query mappings and stores them in the following location: <Informatica installation directory>\tomcat\bin\dslogs \sql. If a query fails, you can send these files to Informatica Global Customer Support for analysis. Enter true or false. The default value is false. Amount of time in milliseconds that a result set is available for use after it is populated. For example, if the value is 0, result set caching is disabled. If the value is 5, the result set is available for 5 milliseconds after it is populated. Configure JDBC Connections on Windows To connect to an SQL data service through a JDBC client tool, configure the JDBC client tool. 1. Open the JDBC client tool. 2. Enter the Class name and JDBC URL. 3. Optionally, configure the Data Integration Service parameters. To configure the Data Integration Service parameters, append the parameters and values to the JDBC connection string. Use the following syntax to configure the optional parameters: <name1>=<value1>&<name2>=<value2> For example, optimizelevel=0&highprecision=false JDBC Connections 51

52 Configure JDBC Connections on UNIX Before you can connect to an SQL data service on UNIX, you must configure the CLASSPATH environment variable and configure the client tool. Configure the CLASSPATH To connect to an SQL data service through a JDBC client tool, configure the CLASSPATH environment variable to include the JDBC driver. The Informatica JDBC driver is compiled with Java 7. The Informatica JDBC driver is installed in the following location: <Informatica installation directory> \tools\jdbcdrv\infadsjdbc.jar. Configure the JDBC Client Tool To connect to an SQL data service through a JDBC client tool, configure the JDBC client tool. 1. Open the JDBC client tool. 2. Enter the Class name and JDBC URL. 3. Optionally, configure the Data Integration Service parameters. To configure the Data Integration Service parameters, append the parameters and values to the JDBC connection string. Use the following syntax to configure the optional parameters: <name1>=<value1>&<name2>=<value2> For example, optimizelevel=0&highprecision=false Troubleshooting JDBC Connections I am connecting to an SQL data service through a JDBC client tool. I get an error when I try to bind data to a bigint column through a parameterized query. The Informatica JDBC driver does not support the setbigint method. If you use setbigint in a parameterized query, the Java client code fails at compilation. If you need to bind data to a bigint column, use the setlong method instead of the setbigint method. For example, the following code does not cause a JDBC driver error: String sql = "select * from VT where COL_BIGINT =?"; PreparedStatement stmt = connection.preparestatement(sql); stmt.setlong (1,new Long(" ")); A third-party library included in infadsjdbc.jar causes a conflict on my machine. The infadsjdbc.jar file contains the Informatica JDBC driver and the following third-party libraries required by the JDBC driver: commons-codec-1.3.jar commons-httpclient-3.1.jar commons-logging-1.1.jar commons-pool-1.4.jar FastInfoset jar 52 Chapter 4: Installing and Configuring Drivers for Third-Party Clients

53 log4j jar spring-2.5.jar If the JDBC client machine includes an instance of one of the bundled third-party libraries, a conflict might occur. To resolve third-party library conflicts, use the infadsjdbclight.jar file that is also installed by the Informatica JDBC/ODBC driver installation program. infadsjdbclight.jar contains the Informatica JDBC driver and is installed in the following location: <Informatica installation directory>\jdbcdrv \infadsjdbc. The infadsjdbc folder also contains all of the third-party libraries that are included with infadsjdbc.jar. To use infadsjdbclight.jar, modify the CLASSPATH environment variable with the location of infadsjdbclight.jar and with the location of the third-party libraries that do not cause a conflict. For example, if the JDBC client machine includes an instance of the spring-2.5.jar library, remove infadsjdbc.jar from the CLASSPATH environment variable. Then, add the following files to the CLASSPATH: <Informatica installation directory>\jdbcdrv\infadsjdbc\infadsjdbclight.jar <Informatica installation directory>\jdbcdrv\infadsjdbc\commons-codec-1.3.jar <Informatica installation directory>\jdbcdrv\infadsjdbc\commons-httpclient-3.1.jar <Informatica installation directory>\jdbcdrv\infadsjdbc\commons-logging-1.1.jar <Informatica installation directory>\jdbcdrv\infadsjdbc\commons-pool-1.4.jar <Informatica installation directory>\jdbcdrv\infadsjdbc\fastinfoset jar <Informatica installation directory>\jdbcdrv\infadsjdbc\log4j jar ODBC Connections You can connect to an SQL data service through an ODBC client tool such as IBM Cognos. To connect to an SQL data service through a JDBC client tool, you must configure the ODBC connection. ODBC Connection Properties When you configure the ODBC connection, you configure the connection properties in the driver. Optionally, you can configure the Data Integration Service parameters for the connection. The following table describes the properties that you configure for the driver: Option Authentication Mode Definition The Authentication Mode parameter can have one of the following values: Native or LDAP authentication. Kerberos with keytab file. Kerberos with username & password. Logged in user. DSN Name Any valid data source name. ODBC Connections 53

54 Option Host Name Port Data Integration Service name SQL data service name User Name Password Security Domain Keytab for SQL Data Service SPN for SQL Data Service Definition Machine that hosts the Informatica domain. Informatica domain HTTP port number. Data Integration Service that runs the application that contains the SQL data service. Name of the SQL data service that contains the virtual tables you want to query or the virtual stored procedures that you want to run. The run-time SQL data service name includes the application name that contains the SQL data service and uses the following format: <application name>.<sql data service name> Informatica domain user name. Required if you select the Native or LDAP Authentication or Kerberos with username & password authentication mode. Informatica domain user password. Required if you select the Native or LDAP Authentication or Kerberos with username & password authentication mode. Security domain for the Informatica domain user account. Required if the user account is in an LDAP security domain. Absolute path and file name for the keytab file on the client machine. Required if you select the Kerberos with keytab file authentication mode. Service principal name for the user account. Required if you select the Kerberos with keytab file authentication mode. The following table describes the Data Integration Service parameters that you can configure: Parameter application optimizelevel highprecision Value ACCESS Enter this parameter when you query Microsoft Access virtual tables that contain date columns. When you configure the ODBC driver with this parameter, the Data Integration Service converts Microsoft Access date data to the date/time data type. The parameter applies only to Microsoft Access date data. Sets the mapping optimization level. Enter one of the following values: - 0. Sets the optimization level to None Sets the optimization level to Minimal Sets the optimization level to Normal Sets the optimization level to Full. The default value is 1. Runs mappings in high-precision mode. Enter true or false. 54 Chapter 4: Installing and Configuring Drivers for Third-Party Clients

55 Parameter defaultdateformat defaulttimeformat defaulttimestampformat dumpmapping ResultSetCacheExpirationPeriod Value Specifies the date and time formats. Enter one of the following values: - YYYY-MM-DD HH24:MI:SS - YYYY/MM/DD HH24:MI:SS - YYYY/MM/DD - MM/DD/YYYY - MM/DD/YYYY HH24:MI:SS - DD/MM/YY - DD.MM.YY - DD-MON-YY - DD/MM/YY HH24:MI:SS - DD.MM.YY HH24:MI:SS Creates XML files for SQL query mappings and stores them in the following location: <Informatica installation directory>\tomcat\bin\dslogs \sql. If a query fails, you can send these files to Informatica Global Customer Support for analysis. Enter true or false. The default value is false. Amount of time in milliseconds that a result set is available for use after it is populated. For example, if the value is 0, result set caching is disabled. If the value is 5, the result set is available for 5 milliseconds after it is populated. Configure ODBC Connections on Windows Before you connect to an SQL data service through an ODBC client tool on Windows, install the ODBC driver on the client machine using the Informatica Data Services JDBC/ODBC driver installer. Install a 32-bit or 64- bit ODBC driver depending on the version of the third-party client tool you are using. After you install the driver, configure the Data Source Name (DSN). 1. Select the correct version of ODBC Data Source Administrator. A 32-bit version of the Microsoft Windows operating system includes the following version of the Microsoft ODBC Data Source Administrator tool (Odbcad32.exe): The 32-bit version of the Odbcad32.exe file is located in the %systemdrive%\windows\system32 folder. A 64-bit version of the Microsoft Windows operating system includes the following versions of the Microsoft ODBC Data Source Administrator tool (Odbcad32.exe): The 32-bit version of the Odbcad32.exe file is located in the %systemdrive%\windows\syswow64 folder. The 64-bit version of the Odbcad32.exe file is located in the %systemdrive%\windows\system32 folder. 2. In the ODBC Data Source Administrator, click Add. 3. Select Informatica Data Services ODBC Driver <version>. 4. Click Finish. The Create a New Data Service window appears. 5. Configure the authentication mode. 6. Configure the driver properties. 7. Optionally, configure the Data Integration Service parameters. ODBC Connections 55

56 Use the following syntax to configure the optional parameters: <name1>=<value1>&<name2>=<value2> For example, optimizelevel=0&highprecision=false 8. Click Test Connection to verify that the connection is valid and then click OK. Configure ODBC Connections on UNIX Before you can connect to an SQL data service on UNIX, you must configure the environment variables, and the odbc.ini and odbcinst.ini files. Configure the Shared Library Environment Variable Configure the shared library environment variable to include the driver libraries and directory where the driver manager library files reside. Configure the shared library environment variable based on the operating system. The following table lists the shared library environment variable for each operating system: Operating System AIX HP-UX Solaris Linux Shared Library Environment Variable LIBPATH SHLIB_PATH LD_LIBRARY_PATH LD_LIBRARY_PATH Configure the shared library environment variable to include the following directories: The directory where the ODBC driver libraries reside. The driver libraries reside in libinfadsodbc. libinfadsodbc is found in <Informatica installation directory>/tools/odbcdrv. The directory where the driver manager library files reside. Use the unixodbc driver manager. For more information about the location of the unixodbc driver manager, contact your system administrator. Configure the Informatica Environment Variables If you use a native ODBC driver, you must configure Informatica environment variables to access shared libraries. Configure the following environment variables: INFA_RESOURCES IMF_CPP_RESOURCE_PATH Set the value for the environment variables to the following directory: <Informatica installation directory>/driver_home/sharedlibs 56 Chapter 4: Installing and Configuring Drivers for Third-Party Clients

57 Configure the ODBC Files Before you can connect to an SQL data service on UNIX, you must configure the odbc.ini and odbcinst.ini files. Store the odbcinst.ini file in the <DriverHome> directory. 1. Edit the odbc.ini file or copy the odbc.ini file to the root directory and edit it. This file exists in the $ODBCHOME directory. $ cp $ODBCHOME/odbc.ini $HOME/.odbc.ini 2. Add an entry for the ODBC user under the section [<DSN>]. For example: [<DSN>] DataIntegrationService=<Data Integration Service name> SQLDataService=<runtime SQL data service name> Driver=$ODBC_DRIVER_INSTALL_LOCATION/bin/$OS/libinfadsodbc.so HostName=<domain host name> Port=<domain HTTP port> Authentication Mode=<type> Optional Parameters=defaultDateFormat=DD/MM/YYYY&defaultTimeStampFormat=DD/MM/YYYY HH24:MI:SS WCHARLengthInChars=true Note: Configure WCHARLengthInChars for MicroStrategy. 3. Add the driver and setup entries to the odbcinst.ini file. [Informatica Data Services ODBC Driver <version>] Driver=<Complete path to driver> Setup=<Complete path to driver> For example: Driver=$ODBC_DRIVER_INSTALL_LOCATION/odbcdrv/libinfadsodbc.so Setup=$ODBC_DRIVER_INSTALL_LOCATION/odbcdrv/libinfadsodbc.so ODBC Connections 57

58 C h a p t e r 5 Third-Party Client Tool Configuration This chapter includes the following topics: Third-Party Client Tool Configuration Overview, 58 BusinessObjects, 59 IBM Cognos Configuration, 60 MicroStrategy Configuration, 65 Oracle Business Intelligence Enterprise Edition 11g Configuration, 71 Oracle Database Gateway Configuration, 72 QlikView Configuration, 72 SQL Server Business Intelligence Development Studio Configuration, 74 SQuirreL SQL Client Configuration, 75 Tableau Configuration, 78 Toad for Data Analysts Configuration, 78 WinSQL Configuration, 79 Troubleshooting Third-Party Client Tools, 80 Third-Party Client Tool Configuration Overview After you install and configure the JDBC or ODBC drivers, you can connect to the third-party client tool to access an SQL data service. You can connect to an SQL data service through the following third-party client tools: BusinessObjects IBM Cognos MicroStrategy Oracle Business Intelligence Enterprise Edition 11g Oracle Database Gateway QlikView SQuirreL SQL Client 58

59 Tableau Toad for Data Analysts WinSQL If you are using a 32-bit third-party client tool, install a 32-bit ODBC driver. If you are using a 64-bit third-party client tool, install a 64-bit ODBC driver. For more information on configuring drivers, see Configure ODBC Connections on Windows on page 55. BusinessObjects You can access the virtual data in an SQL data service through SAP BusinessObjects. Use the Information Design Tool provided by SAP BusinessObjects to extract, define, and manipulate metadata for BusinessObject BI applications. Use the Information Design Tool to create a project, to define data source connections, and to import metadata. Create the data foundation with required connections and then set up a business layer. When you have the required metadata in the form of universe, you can publish the universe to the BusinessObjects Server. SAP BusinessObjects uses universes created by the Information Design Tool for data analysis and to query the data and generate enterprise reports. BusinessObjects Configuration You can access the virtual data in an SQL data service through a BusinessObjects universe. Import metadata from the SQL data service into the universe. Use a BusinessObjects application to query the data or generate reports. To configure BusinessObjects to access an SQL data service, complete the following tasks: 1. Start the Information Design Tool. 2. Click File > New > Project. 3. Provide the project name and location and click Finish. 4. Under Local Projects, right-click on the project name and select New > Relational Connection. The New Relational Connection dialog box appears. 5. Provide the resource name and a description and click Next. 6. In the Hierarchical List, expand Generic and choose Generic ODBC Datasource > Select ODBC Drivers. 7. Click Next. The Login Parameters page appears. BusinessObjects 59

60 8. Enter the connection information. The following table describes the connection options: Option Authentication Mode User name Password Data source name Description Select Use specified username and password. Informatica domain user name. Informatica domain user password. ODBC data source name for the SQL data service. 9. Click Test Connection to test the connection. The BusinessObjects application displays a Test Successful message. 10. Click Finish. After you perform this task, you can import metadata from an SQL data service into the universe and generate reports based on the data. IBM Cognos Configuration IBM Cognos Framework Manager is a modeling tool that allows you to create and manage business-related metadata for use in all Cognos BI applications. Use Framework Manager to create a project. Within a project, you can create data source connections and import data source metadata. When you define a data source in Framework Manager, you create an ODBC connection to the SQL data service. Cognos uses the information in the connection to connect to the SQL data service. After you create the ODBC connection and import the SQL data service metadata, you can create a Cognos model based on the SQL data service. Use the model to run queries and generate reports in Cognos BI applications. 60 Chapter 5: Third-Party Client Tool Configuration

61 To run queries that include aggregations, the Cognos configuration file must include Informatica ODBC driver information. To configure IBM Cognos to access an SQL data service, complete the following tasks: 1. Update the IBM Cognos configuration file to include the Informatica ODBC driver information. 2. Create an ODBC connection to the SQL data service, and import SQL data service metadata in a Cognos project. Step 1. Update the IBM Cognos Configuration File Update the IBM Cognos configuration file to include Informatica ODBC driver information. The ODBC driver information in the configuration file enables the Data Integration Service to handle SQL queries that include aggregations. If you do not update the configuration file and you query an SQL data service from an IBM Cognos application, the query might fail if it includes aggregations. The IBM Cognos configuration file, cogdmod.ini, is in the following directories: C:\Program Files\cognos\tools\c8\bin\ C:\Program Files\cognos\c8\bin\ You must update both copies of the configuration file. 1. Stop the Cognos service. 2. Back up both copies of cogdmod.ini. 3. Add the following entry to both copies of cogdmod.ini: [Exceptions Set Operators DRIVER:INFADSODBC.DLL] Distinct="distinct" Except="except" Except_All=T Intersect="intersect" Intersect_All=T Union="union" Union_All=T [Exceptions Tables DRIVER:INFADSODBC.DLL] Derived=T Joined=T Simple=T UniqueName_Prefix="coguda" [Exceptions OLAP Functions DRIVER:INFADSODBC.DLL] Olap_Max="max" Olap_Min="min" Olap_Sum="sum" Olap_Avg="avg" Olap_Count="count" Olap_Count_Star="count(*)" Olap_Distinct="distinct" 4. Restart the Cognos service. Step 2. Create the ODBC Connection and Import Metadata Create the ODBC connection and import SQL data service metadata into a project. Use Cognos Framework Manager to create the project. Run the Framework Manager Run Metadata wizard to create the connection and import metadata. 1. Start Cognos Framework Manager. 2. Create a project. 3. Start the Run Metadata wizard. IBM Cognos Configuration 61

62 4. In the Select Metadata Source window, click Data Sources. 5. Click Next. The Select Data Source window appears. 6. Click New. The New Data Source wizard appears. 7. In the name and description page, enter a name and optional description for the data source. 8. Click Next. 9. In the connection page, select the ODBC database type, select an isolation level, and click Next. 10. In the connection string page, enter the SQL data service ODBC data source name in the ODBC data source and ODBC connect string fields. Enter timeouts or sign-on information, if required. Enter the user ID and password if they are not part of the Informatica ODBC driver connect string. 62 Chapter 5: Third-Party Client Tool Configuration

63 11. Click Test the connection to test the connection to the Informatica ODBC driver. 12. In the Run Metadata wizard, select the data source. IBM Cognos Configuration 63

64 13. Click Next. 14. In the Select Objects page, select the objects you want to import and specify how the import handles duplicate object names. 64 Chapter 5: Third-Party Client Tool Configuration

65 15. Specify the criteria to use to create relationships and click Import. Framework Manager displays the number of imported objects and a list of objects that it could not import. 16. Click Finish. MicroStrategy Configuration MicroStrategy is a business intelligence platform that allows you to analyze, distribute, and customize business information. MicroStrategy Desktop allows you to create projects and reports. Within a project, you can create data source connections and import data source metadata. To configure MicroStrategy to access an SQL data service, complete the following tasks: 1. Create the database instance and connection. 2. Configure the SQL generation options. Step 1. Create the Database Instance and Connection Use MicroStrategy Desktop to create the database instance and database connection. MicroStrategy retrieves SQL data service metadata through the database instance. 1. Open MicroStrategy Desktop. 2. Create a project. MicroStrategy Configuration 65

66 3. Select Schema > Warehouse Catalog to open the project Warehouse Catalog. The Warehouse Database Instance dialog box appears. 4. Click New. The Database Instance Wizard opens. 5. Click Next. 6. In the Database Instance General Information page, enter a name for the database instance and select Generic DBMS as the database type. 66 Chapter 5: Third-Party Client Tool Configuration

67 7. Click Next. 8. In the ODBC Data Source Information page, select the ODBC data source name for the SQL data service and enter the Informatica domain user name and password. 9. Click Finish. 10. Click OK to close the Warehouse Database Instance dialog box. 11. Select Schema > Warehouse Catalog to open the Warehouse Catalog. 12. Click Options. 13. Select Warehouse Connection. MicroStrategy Configuration 67

68 14. In the Warehouse Connection settings, select the database instance and click Edit. The Database Instances dialog box opens. 15. Click New to create a database connection. The Database Connections dialog box opens. 68 Chapter 5: Third-Party Client Tool Configuration

69 16. On the General tab, enter a database connection name and select the ODBC data source name for the SQL data service. 17. Click the Advanced tab. 18. Set the following options: Select the Multi-threaded database driver mode. Select the Use parameterized queries option. Set the character set encoding option for Windows and UNIX drivers to Non UTF Click OK to close the Database Connections dialog box. 20. Click OK to close the Database Instances dialog box. 21. In the Warehouse Catalog, select Read Settings. MicroStrategy Configuration 69

70 22. In the Read Settings, select Use standard ODBC calls to obtain the database catalog. 23. Click OK. 24. In the Warehouse Catalog, click Save and Close to save the changes. Step 2. Configure the SQL Generation Options The virtual tables in an SQL data service are read-only tables. Configure the SQL generation options to prevent MicroStrategy Desktop users from trying to write data to the virtual database. 1. Select Schema > SQL Generation Options to open the SQL generation options. 2. In the SQL Data Warehouses settings, select the database instance you use to connect to the SQL data service. 70 Chapter 5: Third-Party Client Tool Configuration

71 3. Click VLDB Properties to edit the VLDB properties for the database instance. 4. Open the Tables settings. 5. In the Drop Temp Tables Method settings, set the drop temp table method to Do nothing. 6. In the Intermediate Table Type settings, set the intermediate table type to Derived table. 7. In the Table Creation Type settings, set the table creation type to Implicit Table. 8. In the CREATE and INSERT Support settings, select the Create and insert are not supported option. 9. Save and close the SQL generation options. Oracle Business Intelligence Enterprise Edition 11g Configuration You can access the virtual data in an SQL data service through the Oracle Business Intelligence Enterprise Edition 11g (OBIEE 11g). Import metadata from an SQL data service into the OBIEE 11g to generate reports. Import metadata from databases and other data sources to populate the physical layer. You can import schemas or portions of schemas from existing data sources. You can manually create objects in the physical layer. To configure the OBIEE 11g to access an SQL data service, complete the following tasks: 1. Open the Oracle BI Administration Tool. 2. Create a new repository. The New Repository dialog opens with the Repository folder selected by default. 3. Name the file <RPDfilename>.rpd and enter the repository password twice. 4. Select the data source name created for the ODBC connection. Oracle Business Intelligence Enterprise Edition 11g Configuration 71

72 5. Select the Metadata Types to import and click Next. 6. Select the Metadata Objects and click Finish. Oracle Database Gateway Configuration Oracle Database Gateway provides ODBC access to heterogenous data sources through Oracle client software. You can use Oracle Database Gateway to query and join data from different data sources. You can access the virtual data in an SQL data service through Oracle Database Gateway. You can use Oracle client software to query an SQL data service. The query returns data as if it came from an Oracle database. You can join virtual data from an SQL data service with data from other data sources. You must change the configuration of Oracle Database Gateway to query an individual SQL data service. You can query multiple SQL data services, but you must configure individual ODBC connections for each SQL data service that you want to query. For more information about configuring Oracle Database Gateway with an SQL data service, see the Informatica How-To Library article, "Configuring Oracle Database Gateway for Informatica Data Services": QlikView Configuration You can access the virtual data in an SQL data service through QlikView. To read data from an SQL data service into your QlikView document, use the Script Editor. The script that you create uses an ODBC connection to connect to and retrieve data from the SQL data service. 1. Create a QlikView document. 2. Select File > Edit Script. The Edit Script dialog box appears. 72 Chapter 5: Third-Party Client Tool Configuration

73 3. In the Data view, select ODBC as the database and click Connect. The Connect to Data Source dialog box appears. 4. Select the ODBC data source name for the SQL data service and enter the user name and password for the Informatica domain user. 5. Click Test Connection to test the connection. 6. Click OK to close the connection results. 7. Click OK to close the Connect to Data Source dialog box. QlikView Configuration 73

74 8. In the Data view of the Edit Script dialog box, click Select to create an SQL SELECT statement that retrieves information from the SQL data service. 9. Click OK. 10. Run the script to retrieve data from the SQL data service. a. Click the Reload button on the QlikView worksheet. b. Click OK and save the worksheet. c. After the script runs, click Close. d. Right-click within the worksheet and choose Select Felds... The Sheet Properties dialog box appears. e. Add the require fields to Fields Displayed in Listboxes and click Apply > OK. The listboxes appear in the QlikView worksheet. SQL Server Business Intelligence Development Studio Configuration Business Intelligence Development Studio is an integrated development environment used for developing data analysis and business intelligence solutions that utilizes SQL Server Reporting Services. You can access the virtual data in an SQL data service with SQL Server Business Intelligence Development Studio. Use the Report Wizard to connect to a data source and create a report. The Business Intelligence Development Studio imports data from an SQL data service based on the connection information. To configure SQL Server Business Intelligence Development Studio, complete the following tasks: 1. Open the Business Intelligence Development Studio. 2. Create a new project and select Business Intelligence Project as the project type. 3. Select the Report Server Project Wizard. 4. Enter a project name and click OK. The Report Wizard dialog box appears. 5. Click Next. 6. Select New Data Source. 7. Enter the data source name and select ODBC as the type. 8. Click Edit. The Connection Properties dialog box appears. 74 Chapter 5: Third-Party Client Tool Configuration

75 9. Enter the connection properties. The following table describes the connection properties that you enter: Option Data Source Name User ID Password Description Select the ODBC data source name for the SQL data service. Informatica domain user name. Informatica domain user password. 10. Click Test Connection to validate the connection. 11. Click Next. 12. Click Query Builder and enter a username and password. The Query Designer window appears. 13. Select the Add table option. The Add Table dialog box appears. 14. Select tables and click Add. 15. Assign a relation or join tables manually. 16. Run an SQL query and verify that the data displays as expected. 17. Click OK. 18. Select Tabular or Matrix as the report type and click Next. 19. Select the available fields and click Next. 20. Enter a report name and click Finish to create the report. SQuirreL SQL Client Configuration You can access the virtual data in an SQL data service through SQuirreL SQL Client. SQuirreL SQL Client allows you to view the structure of a database and browse and query the data. To configure SQuirreL SQL Client to access an SQL data service, complete the following tasks: 1. Copy the Informatica JDBC driver to the SQuirreL SQL Client library directory. 2. Create the Informatica JDBC driver and the database alias in SQuirreL SQL Client. After you perform these tasks, you can import data from an SQL data service into SQuirreL SQL Client. Step 1. Copy the Driver File Copy the Informatica JDBC driver to the SQuirreL SQL Client library directory. u Copy the Informatica JDBC driver, infadsjdbc.jar, from the following directory: <Informatica Installation Directory>\tools\jdbcdrv\ To the following directory: <SQuirreL SQL Client Installation Directory>\lib\ SQuirreL SQL Client Configuration 75

76 Step 2. Create the Driver and Alias To read data from an SQL data service into SQuirreL SQL Client, create a driver definition and a database alias. SQuirreL SQL Client uses the driver definition and the database alias to enable you to view the SQL data service structure, browse the data in virtual tables, and enter SQL queries. 1. Open the Drivers list window. 2. Select Drivers > New Driver. The Add Driver dialog box appears. 3. Enter the driver properties. The following table describes the driver properties that you can enter: Option Name Example URL Website URL Extra Class Path Class Name Description Informatica JDBC Driver jdbc:informatica:sqlds/<optional security domain\><optional user name>/ <optional user password>@<domain host name>:<domain HTTP port>? dis=<data Integration Service name>&sqlds=<runtime SQL data servicename> jdbc:informatica:sqlds/<optional security domain\><optional user name>/ <optional user password>@<domain host name>:<domain HTTP port>? dis=<data Integration Service name>&sqlds=<runtime SQL data servicename> <Informatica Installation Directory>\tools\jdbcdrv\infadsjdbc.jar com.informatica.ds.sql.jdbcdrv.infadriver 4. Click OK. SQuirreL SQL Client displays a message saying that driver registration is successful. 76 Chapter 5: Third-Party Client Tool Configuration

77 5. Open the Aliases list window. 6. Select Aliases > New Alias. The Add Alias dialog box appears. 7. Enter the alias properties. The following table describes the alias properties that you can enter: Option Name Driver URL User Name Password Description Alias name. Select the new driver. jdbc:informatica:sqlds/<optional security domain\><optional user name>/ <optional user host name>:<domain HTTP port>?dis=<data Integration Service name>&sqlds=<runtime SQL data servicename> Informatica domain user name. Informatica domain user password. 8. Click Test. SQuirreL SQL Client displays a message saying that the connection is successful. 9. Click OK. SQuirreL SQL Client Configuration 77

78 Tableau Configuration You can access the virtual data in an SQL data service through Tableau. Tableau uses the ODBC driver to read source data from an SQL data service. 1. Right-click Tableau and choose Run as Administrator. 2. Click Connect to data. 3. Click Other Databases (ODBC). 4. Select DSN to use an existing ODBC connection or select Driver to provide the credentials to connect to the SQL data service using the ODBC driver. If you select Driver, provide the connection information to connect to an SQL data service. Tableau saves the credentials and options in the Tableau Workbook (.twb) file when you save the report. By default, the.twb files are located in the following directory C:\Users\<username>\ Documents\My Tableau Repository\Workbooks. 5. Click Connect. 6. Use Tableau to create a report from an SQL data service. 7. If you need to drag and drop date or numeric fields in Tableau, make the following modifications on the Tableau Workbook file: a. Locate the line <connection-customization class='genericodbc' enabled='true' version='8.1'>, and verify that enabled = true. b. Modify the SQL_NUMERIC_FIELDS field. Change the value to : <customization name='sql_max_identifier_len' value='0' /> <customization name='sql_numeric_functions' value=' ' /> <customization name='sql_odbc_interface_conformance' value='1' /> For more information about Tableau customization, see the Tableau documentation. Related Topics: Configure ODBC Connections on Windows on page 55 Toad for Data Analysts Configuration Toad for Data Analysts is a database query tool. You can access the virtual data in an SQL data service with Toad for Data Analysts. Use the Navigation Manager in Toad for Data Analysts to maintain and create database connections. If you connect to one or more databases, use the 'Connections' toolbar to specify the active connection to assign the database connection Toad uses for any new windows or operations. To configure Toad for Data Analysts to access an SQL data service, complete the following tasks: 1. Select the new connection option in the toolbar. The Create New Connection dialog box appears. 2. Select Generic ODBC from the Group list box. 3. Click in the Data Source Name field. 4. Click Add. 78 Chapter 5: Third-Party Client Tool Configuration

79 5. Select the ODBC driver from the list, and click Finish. 6. Specify the configuration properties required for the database in the windows configuration dialog box. The following table describes the configuration properties that you can specify: Option Data Source Name User ID Password Description Select the ODBC data source name for the SQL data service. Informatica domain user name. Informatica domain user password. 7. Specify the connection properties in the Create New Connection dialog. The following table describes the connection properties that you can specify: Option Use data source name Description Select to display the Data source names. Deselect to display the driver names. Data source name User Password Database Data Source Name Driver Category Select the data source name you added in the previous steps. Enter the user name to use when connecting. Enter the password to use when connecting. Specify the location of the database schema. Displays the selected data source name. Displays the ODBC driver associated with the data source. Select or create a category if you want to color code Editor tabs for a specific connection. This can help differentiate between development and production databases. You can also set an option to color code the Object Explorer pane and object editor windows. 8. Click Connect to save the connection and immediately connect to the database, or click Save to save the connection without connecting to the database. WinSQL Configuration You can access the virtual data in an SQL data service through WinSQL. To read data from an SQL data service into WinSQL, create a new connection. WinSQL imports data from the SQL data service based on the connection information. 1. Create a query. 2. Select File > New Connection. WinSQL Configuration 79

80 The ODBC Data Source dialog box appears. 3. Enter the ODBC data source properties. The following table describes the ODBC data source properties that you can enter: Option Data Source Name User ID Password Database Type (WinSQL Plugin) Description Select the ODBC data source name for the SQL data service. Informatica domain user name. Informatica domain user password. Select Generic ODBC. 4. Click OK. Troubleshooting Third-Party Client Tools An error occurs when I query an SQL data service using Oracle Heterogeneous Services (OHS). If you use Oracle Heterogeneous Services (OHS) to access data services directly from an Oracle query, add quotation marks around the database link when you configure the Oracle 11g environment to connect to the ODBC. You can use the following syntax to configure the database link in an Oracle 11g environment: CREATE DATABASE LINK "DataService_Link" CONNECT TO "userid" IDENTIFIED BY "password" USING 'DataService ODBC DSN'; 80 Chapter 5: Third-Party Client Tool Configuration

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